Pierce James Halsted

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

• 01/2019 → 08/2023
  Ubs Financial Services Inc.
  Dallas, TX
• 08/2016 → 05/2019
  Baylor University
  Waco, TX
• 01/2017 → 12/2018
  Baylor University
  Waco, TX
• 08/2015 → 05/2019
  Baylor University
  Waco, TX
• 08/2023 → Present
  Beacon Pointe Advisors
  Dallas, TX

Previous Registrations

• 2019-09-30 → 2023-08-29
  Ubs Financial Services Inc.
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-09-29

Designations

• Chartered Financial Analyst