Best Investors Account Sign in
Inactive

Dylan Jacob Brooks

Beacon Pointe Advisors, LLC

Newport Beach, CA

CRD 6544755

Claim This Profile
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 2025-03-05
CA RA APPROVED 2019-06-17
  • TX RA
    APPROVED
    Since 2025-03-05
  • CA RA
    APPROVED
    Since 2019-06-17

Branch Locations

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 Advisors, Llc Newport Beach CA 08/2017 09/2019
Dartmouth College Hanover NH 10/2013 06/2017
Beacon Pointe Advisors, Llc Newport Beach CA 09/2019 01/2021
Beacon Pointe Advisors, Llc Newport Beach CA 01/2021 03/2026
Beacon Pointe Advisors, Llc Newport Beach CA 04/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-17
  • S65 Uniform Investment Adviser Law Examination
    2019-06-17
Designations
  • Certified Financial Planner

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor