Seth Evan Guenther

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 06/2019
  Oppenheimerfunds
  Denver, CO
• 07/2019 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Scottsdale, AZ
• 07/2019 → 03/2020
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ
• 04/2020 → 04/2023
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ
• 04/2023 → Present
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2019-07-11 → 2020-04-27
  Beacon Pointe Wealth Advisors, Llc
  Newport Beach, CA
  Arvada, CO
  Scottsdale, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-05-31

Designations

• Chartered Financial Consultant

Other Names

• Seth Guenther