Theodore Franklin Dickson

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

• 06/2019 → 12/2021
  Yorkbridge Wealth Partners, Llc
  Bridgehampton, NY
• 08/2016 → 06/2019
  E.T. Dayton Inc.
  Sag Harbor, NY
• 01/2022 → 04/2023
  Yorkbridge Wealth Partners, Llc
  Bridgehampton, NY
• 04/2023 → Present
  Beacon Pointe Advisors
  Bridgehampton, NY

Previous Registrations

• 2021-07-12 → 2023-04-21
  Yorkbridge Wealth Partners, Llc
  New York, NY

Designations

• Chartered Financial Analyst

Other Names

• Ted Franklin Dickson
• Theodore Dickson