Cameron Meek

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

• 05/2020 → 08/2022
  Morton Capital
  Calabasas, CA
• 05/2016 → 05/2020
  Free People /Urbn
  Malibu, CA
• 08/2012 → 05/2020
  Student
  Na, CA
• 09/2022 → 11/2023
  Regatta Capital Group, Llc
  El Segundo, CA
• 11/2023 → 03/2026
  Beacon Pointe Advisors, Llc
  Campbell, CA
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  Campbell, CA

Previous Registrations

• 2022-09-16 → 2023-10-24
  Regatta Capital Group, Llc
  El Segundo, CA
• 2022-08-01 → 2022-08-25
  Morton Wealth
  Calabasas, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-01

Designations

• Certified Financial Planner