Devon Maxwell Nick

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

• 09/2013 → 07/2017
  United Planners' Financial Services
  Scottsdale, AZ
• 03/2017 → 11/2022
  Awm Capital, Llc
  Phoenix, AZ
• 01/2014 → 09/2024
  Bridge Advisory Llc
  Pasadena, CA
• 10/2024 → Present
  Beacon Pointe Advisors
  Pasadena, CA

Previous Registrations

• 2014-01-27 → 2024-10-31
  Bridge Advisory Llc
  Pasadena, CA
• 2021-07-07 → 2022-02-10
  Awm Capital, Llc
  Pasadena, CA
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-01-24