Maryam Jameela Khayali

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

• 04/2016 → 12/2021
  Newport Wealth Strategies, Inc
  Irvine, CA
• 01/2022 → Present
  Beacon Pointe Advisors, Llc
  Irvine, CA

Previous Registrations

• 2017-11-20 → 2021-12-31
  Newport Wealth Strategies, Inc.
  Irvine, CA
• 2015-06-16 → 2015-12-03
  Edward Jones
  Seal Beach, CA
  Irvine, CA
  Irvine, CA
  St Louis, MO
  Irvine, CA

Other Businesses

K2 HOLISTIC TOUCH; NON-INVESTMENT RELATED; 17317 MILLIKAN AVE, IRVINE, CA 92606; HEALTH & WELLNESS; MASSAGE, NUTRITION, & PHYSICAL THERAPY; SOLE PROPRIETORSHIP; 09/2019; 16 HOURS PER MONTH; UP TO 4 HOURS DURING TRADING PER MONTH. OWNS AND OPERATES HEALTH & WELLNESS CENTER

Exams

• S66 Uniform Combined State Law Examination
  2015-06-13
• S63 Uniform Securities Agent State Law Examination
  1998-11-14

Other Names

• Maryam Khayali