Quinn R Schneider

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

• 09/2016 → 05/2017
  University Of North Carolina Asheville
  Asheville, NC
• 06/2017 → 08/2017
  Horeb Springs Aquatic Center
  Waukesha, WI
• 09/2017 → 08/2018
  University Of North Carolina-Asheville
  Asheville, NC
• 05/2018 → 08/2018
  Mission Health
  Asheville, NC
• 08/2018 → 11/2018
  Mission Health
  Asheville, NC
• 01/2019 → 05/2019
  Meritor
  Fletcher, NC
• 06/2019 → 07/2020
  Altavista Wealth Management Inc
  Asheville, NC
• 07/2020 → 01/2022
  Altavista Wealth Management Inc.
  Charlotte, NC
• 02/2022 → 08/2025
  Beacon Pointe Advisors, Llc
  Charlotte, NC
• 08/2015 → 05/2019
  University Of North Carolina
  Asheville, NC
• 09/2025 → 05/2026
  Beacon Pointe Advisors Llc
  Charlotte, NC
• 05/2026 → Present
  Beacon Pointe Advisors, Llc
  Vernon Hills, IL

Previous Registrations

• 2020-01-18 → 2022-02-28
  Altavista Wealth Management, Inc.
  Asheville, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-17