Trent H Leyda
Professional Summary
Trent H Leyda, who also goes by Trent Leyda, is a registered financial advisor currently at SPIREPOINT PRIVATE CLIENT, LLC located in Vero Beach, Florida. Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Trent has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
Specializations
Biography
Trent Leyda is a Financial Advisor, Managing Director, Wealth Management and Senior Portfolio Management Director. He has worked in the Financial Services industry since 1996. He has a Bachelor of Science Degree in International Economics from State University in New York, as well as a Masters Degree in Business Administration with a Finance emphasis from Pace University. Prior to joining Morgan Stanley in 2009, he worked in private asset management for various foundations in a...
Other Aliases
Trent Leyda
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC
Contact Information
Main Address
830 Azalea Lane, Vero Beach, FL 32963Phone Number
(772) 316-1271# of Employees
10SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,376AUM (Assets Under Management)
$1,440,036,577Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC
State Registrations and Notice Filings
(6/25/2026)
(3/27/2025)
(10/13/2023)
(4/24/2025)
(12/1/2023)
(11/21/2023)
(6/30/2026)
(12/2/2025)
(3/1/2024)
(3/4/2024)
(5/8/2024)
(3/27/2025)
(11/20/2023)
(6/25/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Trent H Leyda's CRS (Customer Relationship Summary).
Services Offered by Trent
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
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