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Todd Douglas Reinhart

Beacon Pointe Advisors, LLC

Newport Beach, CA

CRD 4719938

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Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-08-15
  • CA RA
    APPROVED
    Since 2018-08-15

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Irvine CA 02/2017 07/2017
Family Related- Homemaking Mission Viejo CA 08/2016 01/2017
Beacon Pointe Advisors, Llc Newport Beach CA 08/2017 Present
  • 02/2017 → 07/2017
    Td Ameritrade
    Irvine, CA
  • 08/2016 → 01/2017
    Family Related- Homemaking
    Mission Viejo, CA
  • 08/2017 → Present
    Newport Beach, CA
Previous Registrations
  • 2017-03-08 → 2018-08-10
    Td Ameritrade, Inc.
    Irvine, CA
  • 2017-03-08 → 2018-08-10
    Td Ameritrade Investment Management, Llc
    Irvine, CA
  • 2007-01-17 → 2016-07-20
    Ladera Ranch, CA
    Lone Tree, CO
    Brea, CA
    Thousand Oaks, CA
    Mission Viejo, CA
    Mission Viejo, CA
    Mission Viejo, CA
  • 2004-01-12 → 2006-12-18
    Irvine, CA
    Irvine, CA
    Glendale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-09
  • S66 Uniform Combined State Law Examination
    2004-01-09

View on SEC IAPD

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