Delia Kate Mezzina

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

• 08/2018 → 09/2019
  Legg Mason Investor Services Llc
  New York, NY
• 06/2018 → 08/2018
  Legg Mason & Co
  New York, NY
• 06/2017 → 08/2017
  Legg Mason
  Stamford, CT
• 09/2014 → 05/2018
  Loyola University Of Maryland
  Baltimore, MD
• 09/2019 → 03/2022
  Fidelity Brokerage Services
  New York, NY
• 03/2022 → 05/2022
  Zoe Financial
  Brooklyn, NY
• 07/2022 → 04/2023
  Beacon Pointe Advisors, Llc
  Summit, NJ
• 01/2018 → 04/2018
  Legg Mason
  Baltimore, MD
• 04/2023 → 03/2026
  Beacon Pointe Advisors, Llc
  Summit, NJ
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  Summit, NJ

Previous Registrations

• 2021-09-17 → 2022-03-23
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-01

Designations

• Certified Financial Planner

Other Names

• Delia Oldak
• Delia K Oldak
• Delia Kate Oldak