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RM

Ronnie J. Marceaux

SPIREPOINT PRIVATE CLIENT
PALM BEACH GARENS, FL 33410
Some features on this profile are disabled
CRD#: 4053858
RM

Professional summary

Ronnie James Marceaux JR, CFP®, who also goes by Jamie Marceaux, Ronnie James Marceaux Jr, Ronnie James Marceaux Jr., Ronnie Jamie Marceaux Jr, Ronnie Jamie Marceaux Jr., Ronnie Jamie Jame Marceaux Jr., Ronnie Jamie James Marceaux Jr Jr., Ronnie Jamie Jame Marceaux Jr. Jr., is a registered financial advisor currently at SPIREPOINT PRIVATE CLIENT, LLC located in Palm Beach Garens, Florida.

Ronnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ronnie has worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jamie Marceaux | Ronnie James Marceaux Jr | Ronnie James Marceaux Jr. | Ronnie Jamie Marceaux Jr | Ronnie Jamie Marceaux Jr. | Ronnie Jamie Jame Marceaux Jr. | Ronnie Jamie James Marceaux Jr Jr. | Ronnie Jamie Jame Marceaux Jr. Jr.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronnie James Marceaux JR'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®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

September 9, 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 19, 2025

MORGAN STANLEY

RIA
CRD#: 149777
West Palm Beach, FL
Past

June 1, 2009 - September 19, 2025

MORGAN STANLEY

BD
CRD#: 149777
West Palm Beach, FL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PALM BEACH, FL
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PALM BEACH, FL
Past

July 25, 2003 - April 12, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BOCA RATON, FL
Past

July 25, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PALM BEACH, FL
Past

June 18, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PALM BEACH, FL
Past

May 16, 2003 - April 12, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 16, 2003 - April 12, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

February 17, 2000 - April 25, 2003

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

January 2, 2000 - January 7, 2000

STRONG INVESTMENTS, INC.

BD
CRD#: 15658
MENOMONEE FALLS, WI

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
(9/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/23/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 7/9/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/28/1999
General Securities Representative 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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