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Chief Compliance Officer · Spirepoint Private Client, LLC

Stacy L. Sizemore

CRD 4052029 · Named on Form ADV at 8 SEC-registered advisers

At a glance

Spirepoint Private Client, LLC, an SEC-registered wealth manager based in Vero Beach, FL with $1.4 billion in regulatory assets, lists Stacy L. Sizemore on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Stacy at 7 other registered advisers.

Firms and roles

AtlasMembers

Stacy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
8 firmsLocked
Control-person status
8 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (20)

  • Trent H LeydaChief Executive Officer / Managing Director, Spirepoint Private Client, LLC
  • Hakyung K. CampioneChief Investment Officer / Partner, Spirepoint Private Client, LLC
  • James A. BeindorfChief Financial Officer / Partner, Spirepoint Private Client, LLC
  • Susan A ZimmermanManaging Director, Operations, Spirepoint Private Client, LLC
  • Greg M RosenChief Operating Officer, Laurel Oak Wealth Management, LLC

15 more people named with Stacy on the same filings, with titles and firms. Free in Atlas with a free account.

See all 20 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.