Logan Patrick Robertson

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

• 02/2018 → 12/2018
  Tempe Boat Rentals
  Tempe, AZ
• 01/2019 → 12/2020
  Versant Capital Management
  Phoenix, AZ
• 01/2021 → 10/2022
  Versant Capital Management
  Phoenix, AZ
• 08/2016 → 08/2020
  Arizona State University
  Tempe, AZ
• 01/2023 → 03/2024
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ
• 10/2022 → 01/2023
  Unemployed
  Scottsdale, AZ
• 03/2024 → Present
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2021-09-21 → 2022-11-09
  Versant Capital Management, Inc.
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-16

Designations

• Chartered Financial Analyst

Other Names

• Logan Robertson