Susan A Zimmerman
Investment Adviser Representative at Spirepoint Private Client, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Susan A. Zimmerman is an investment adviser representative with Spirepoint Private Client, LLC in Vero Beach, FL, where they have been registered since 2023. They have worked in the securities industry since 2007 and have been registered with 3 firms, including Morgan Stanley and Morgan Stanley & Co. Incorporated. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleySep 2007 – Oct 2023Palm Beach, FL
- Morgan StanleyJun 2009 – Oct 2023Vero Beach, FL
- Spirepoint Private ClientOct 2023 – no end date reportedVero Beach, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Spirepoint Private Client, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Family office services including family office structure, asset management, legacy planning, diligence reporting, philanthropic planning, business exit and compensation, and tax strategies; as well as wealth management services including financial management, charitable giving, financial planning, life coaching and family counseling, estate and tax planning, and legacy planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Vero Beach, FL
- SEC file number:
- 801-128336
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 25, 2026
View full firm profileOther advisors at Spirepoint Private Client, LLC
7 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Susan A Zimmerman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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