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Kim M. Orsi

SPIREPOINT PRIVATE CLIENT
PALM BEACH GARENS, FL 33410
Some features on this profile are disabled
CRD#: 1433219
KO

Professional summary

Kim M Orsi, who also goes by Kim Marie Champagne, Kim Marie Golden, Kim Marie Moeller, Kim Marie Orsi, is a registered financial advisor currently at SPIREPOINT PRIVATE CLIENT, LLC located in Palm Beach Garens, Florida.

Kim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kim has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kim Marie Champagne | Kim Marie Golden | Kim Marie Moeller | Kim Marie Orsi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Pampered Chef; Not Investment related; Palm Beach Gardens, FL; Home Goods; Independent Contractor; Start Date: 03/2017; 20 hrs devoted, 0 during trade hours; Home Shows

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kim M Orsi's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 19, 2025 - Present

SPIREPOINT PRIVATE CLIENT, LLC

Office #1: 3825 Pga Blvd Suite 1005, Palm Beach Garens, FL 33410
RIA
CRD#: 327350
PALM BEACH GARENS, FL
Past

June 1, 2009 - September 1, 2025

MORGAN STANLEY

RIA
CRD#: 149777
West Palm Beach, FL
Past

June 1, 2009 - September 1, 2025

MORGAN STANLEY

BD
CRD#: 149777
West Palm Beach, FL
Past

June 11, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PALM BEACH, FL
Past

June 2, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PALM BEACH, FL
Past

April 8, 2008 - May 5, 2008

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
W. PALM BEACH, FL
Past

April 2, 2007 - May 5, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
W. PALM BEACH, FL
Past

November 9, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
W. PALM BEACH, FL
Past

April 20, 2004 - October 25, 2006

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
WEST PALM BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC

CRD#: 327350 / SEC#: 801-128336

RIA
Registered Investment Advisory firm - (7/14/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/31/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/28/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/19/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/9/2006
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/14/2006
General Securities Sales Supervisor - Options Module Examination

Current Firm

SP
SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC

CRD#: 327350 / SEC#: 801-128336

RIA
Registered Investment Advisory firm - (7/14/2023 Approved)
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Contact information

Main Address
830 Azalea Lane, Vero Beach, FL 32963
Mailing Address
Phone number
(772) 316-1271
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (8/29/2025)
PART 2A - ADV DISCLOSURE BROCHURE (8/29/2025)

Regulatory assets under management

Total Number of Accounts799
AUM (Assets Under Management)$ 1,123,920,196

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SPIREPOINT PRIVATE CLIENT, LLC

CRD#: 327350Palm Beach Garens, FL 33410

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