Erica Renee Smith

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

• 05/1998 → 02/2021
  The Boathouse At Breach Inlet Restaurant
  Isle Of Palms, SC
• 01/2014 → 11/2018
  The Wealth Management Alliance Llc
  Charleston, SC
• 06/2008 → 12/2016
  College Transition Connection
  Charleston, SC
• 01/2017 → 11/2024
  Charleston Investment Advisors, Llc.
  Charleston, SC
• 12/2018 → 02/2020
  Bam Advisor Services, Llc. D/B/A Charleston Investment Advisors
  Clayton, MO
• 01/2022 → Present
  Smitten Handcrafted Designs, Llc
  Mt. Pleasant, SC
• 12/2024 → Present
  Beacon Point Advisors
  Mount Pleasant, SC

Previous Registrations

• 2019-09-19 → 2024-12-31
  Charleston Investment Advisors, Llc
  Mt. Pleasant, SC
  Mt. Pleasant, SC
• 2019-01-08 → 2020-02-04
  Focus Advisor Solutions, Llc
  Mt. Pleasant, SC
  St. Louis, MO
• 2014-01-02 → 2019-01-08
  The Wealth Management Alliance Llc
  San Jose, CA

Other Businesses

1. name of the other business: Smitten Handcrafted Designs, LLC; investment-related: no; address: private residence: Mt. Pleasant, SC; nature of the other business: jewelry; position, title, or relationship with the other business: owner; start date of your relationship: 01/24/2022; approximate number of hours/month you devote to the other business: 10; number of hours you devote to the other business during securities trading hours: 0; duties relating to the other business: jewelry making

Designations

• Certified Financial Planner