Trent H. Leyda
SPIREPOINT PRIVATE CLIENT | Managing Director - Wealth Management, Sr. Portfolio Mgmt Dir., Financial Advisor
VERO BEACH, FL 32963
Some features on this profile are disabled
CRD#: 2234188
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.
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 large family office. In addition, Trent gained experience in the high net worth arena as a Portfolio Manager.
Philanthropy is an important tenant in Trent's life. He volunteers at several local and national non-profit organizations. Trent and his wife Rachel live in Vero Beach and have two children. He enjoys reading about the financial markets, world history and supporting his children's activities including sports and theatre.
The Leyda Group at Morgan Stanley focuses on family, individual and executive wealth planning by customizing portfolio strategies. Using a consultative approach, they also advise institutions and foundations in financial planning, portfolio construction and asset management.
Trent Leyda
Managing Director, Wealth Management
Senior Portfolio Management Director
Financial Advisor
The Leyda Group at Morgan Stanley
3525 Ocean Drive | Vero Beach, FL 32963
NMLS # 1278652
772-234-1805 - Direct
772-532-3792 - Mobile
800-347-4203 - Toll Free
772-925-8293 - Fax
trent.leyda@morganstanley.com
https://advisor.morganstanley.com/the-leyda-group
Question & Answer
What are your service offerings?
Executive services/Equity comp...
Financial planning
Trust & estate planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
Trent Leyda
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.
1. STRATUSPHERE LLC; INVESTMENT-RELATED; VERO BEACH, FL; RENTAL PROPERTY HOLDING; OWNER; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; PASSIVE OWNER 2. INSURANCE AGENT; INVESTMENT-RELATED; VERO BEACH, FL; INSURANCE AGENT; 10/2004; TIME DEVOTED, INCLUDING DURING TRADING HOURS; DEPENDENT ON CLIENT NEEDS; SERVICING CLIENT ON INSURANCE POLICIES
CRS (Client Relationship Summary) - RIA
Click below to view Trent H Leyda's 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®
NoneExperience
Current
October 13, 2023 - Present
SPIREPOINT PRIVATE CLIENT, LLC
Office #1: 830 Azalea Lane, Vero Beach, FL 32963RIA
CRD#: 327350
VERO BEACH, FL
Past
June 1, 2009 - October 9, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Vero Beach, FL
Past
June 1, 2009 - October 9, 2023
MORGAN STANLEY
BD
CRD#: 149777
Vero Beach, FL
Past
April 21, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
VERO BEACH, FL
Past
April 9, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
VERO BEACH, FL
Past
June 2, 2005 - April 15, 2009
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
VERO BEACH, FL
Past
December 2, 2004 - April 15, 2009
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
VERO BEACH, FL
Past
June 3, 2004 - December 1, 2004
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
MINNEAPOLIS, MN
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
Colorado(3/27/2025)
IAR
Florida(10/13/2023)
IAR
Georgia(4/24/2025)
IAR
Illinois(12/1/2023)
IAR
Louisiana(11/21/2023)
IAR
New York(3/1/2024)
IAR
North Carolina(3/4/2024)
IAR
Pennsylvania(5/8/2024)
IAR
South Carolina(3/27/2025)
IAR
Texas(11/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT | THELG, LLC | SPIREPOINT PRIVATE CLIENT, LLC
CRD#: 327350 / SEC#: 801-128336
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 799 |
| AUM (Assets Under Management) | $ 1,123,920,196 |
Red Flags
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Company Information
SPIREPOINT PRIVATE CLIENT, LLC
Managing Director - Wealth Management, Sr. Portfolio Mgmt Dir., Financial AdvisorCRD#: 327350Vero Beach, FL 32963TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
