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Christopher Ross Steinl

Beacon Pointe Advisors, LLC

Greensboro, NC

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-06
  • NC RA
    APPROVED
    Since 2026-07-06

Branch Locations

703 Green Valley Road Suite 201, Greensboro, NC 27408 • United States

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
Wells Fargo Securities Charlotte NC 08/2021 06/2026
Wake Forest University Winston-Salem NC 08/2017 05/2021
Wells Fargo Securities Charlotte NC 06/2020 08/2020
Stearns Financial Greensboro NC 06/2019 08/2019
Innovative Financial Solutions Greensboro NC 06/2018 08/2018
Walter Hines Page High School Greensboro NC 08/2013 06/2017
Beacon Pointe Advisors, Llc Greensboro NC 06/2026 Present
  • 08/2021 → 06/2026
    Wells Fargo Securities
    Charlotte, NC
  • 08/2017 → 05/2021
    Wake Forest University
    Winston-Salem, NC
  • 06/2020 → 08/2020
    Wells Fargo Securities
    Charlotte, NC
  • 06/2019 → 08/2019
    Stearns Financial
    Greensboro, NC
  • 06/2018 → 08/2018
    Innovative Financial Solutions
    Greensboro, NC
  • 08/2013 → 06/2017
    Walter Hines Page High School
    Greensboro, NC
  • 06/2026 → Present
    Beacon Pointe Advisors, Llc
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-06
S63 Uniform Securities Agent State Law Examination 2021-07-24
  • S65 Uniform Investment Adviser Law Examination
    2026-07-06
  • S63 Uniform Securities Agent State Law Examination
    2021-07-24
Other Names
  • Christopher Ross Steinl
  • Christopher Steinl

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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