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CS

Courtenay J. Satterwhite

SPIREPOINT PRIVATE CLIENT
VERO BEACH, FL 32963
Some features on this profile are disabled
CRD#: 5764469
CS

Professional summary

Courtenay J Satterwhite, who also goes by Courtenay Joanne Brill, is a registered financial advisor currently at SPIREPOINT PRIVATE CLIENT, LLC located in Vero Beach, Florida.

Courtenay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Courtenay has worked at 3 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Courtenay Joanne Brill

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 Courtenay J Satterwhite'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

February 25, 2026 - Present

SPIREPOINT PRIVATE CLIENT, LLC

Office #1: 830 Azalea Lane, Vero Beach, FL 32963
RIA
CRD#: 327350
VERO BEACH, FL
Past

October 29, 2014 - February 19, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Palm Beach, FL
Past

October 29, 2014 - February 19, 2026

MORGAN STANLEY

BD
CRD#: 149777
Palm Beach, FL
Past

December 6, 2013 - November 14, 2014

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
PALM BEACH, FL
Past

September 5, 2013 - November 14, 2014

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
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
(2/25/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/5/2013
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 3
Date: 8/11/2014
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/18/2017
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/30/2016
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#: 327350Vero Beach, FL 32963

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