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Andrew Joseph Wood

Beacon Pointe Advisors, LLC

Newport Beach, CA

Scottsdale, AZ

CRD 6139937

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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
AZ RA APPROVED 2022-09-22
  • AZ RA
    APPROVED
    Since 2022-09-22

Branch Locations

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

16767 N Perimeter Dr, Ste 100, Scottsdale, AZ 85260 • 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
Charles Schwab & Co., Inc. Phoenix AZ 11/2012 03/2022
Beacon Pointe Advisors, Llc Scottsdale AZ 03/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-04
  • S66 Uniform Combined State Law Examination
    2014-04-04

View on SEC IAPD

Nearby Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC

Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

More in Newport Beach, CA

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