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Andrew Richard Reinhardt

Beacon Pointe Advisors, LLC

Scottsdale, AZ

Newport Beach, CA

CRD 4170604

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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
TX RA APPROVED 2025-03-07
AZ RA APPROVED 2015-03-19
  • TX RA
    APPROVED
    Since 2025-03-07
  • AZ RA
    APPROVED
    Since 2015-03-19

Branch Locations

16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • United States

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
Beacon Pointe Wealth Advisors, Llc Scottsdale AZ 11/2014 03/2020
Beacon Pointe Advisors, Llc Scottsdale AZ 11/2014 03/2020
Beacon Pointe Advisors, Llc Scottsdale AZ 04/2020 Present
Previous Registrations
  • 2015-03-19 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Scottsdale, AZ
    Newport Beach, CA
  • 2007-11-16 → 2014-11-21
    Capital Investment Counsel, Inc
    Scottsdale, AZ
    Houston, TX
  • 2004-06-03 → 2007-07-11
    Hackett Investment Advisors Inc
    Scottsdale, AZ
  • 2003-10-14 → 2004-05-03
    Your Source Financial
    Phoenix, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-27
  • S63 Uniform Securities Agent State Law Examination
    2000-07-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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