Ryan Edward Quigley

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

• 08/2013 → 03/2017
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 01/2014 → 03/2017
  Usaa Financial Planning Services
  Phoenix, AZ
• 02/2017 → 12/2017
  Massmutual Life Insurance Company
  Scottsdale, AZ
• 04/2017 → 12/2017
  Mml Investors Services
  Scottsdale, AZ
• 12/2017 → 02/2021
  Brighton Jones Llc
  Scottsdale, AZ
• 03/2021 → Present
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ
• 03/2021 → Present
  Beacon Pointe Insurance Services Llc
  Scottsdale, AZ

Previous Registrations

• 2018-10-18 → 2021-02-23
  Brighton Jones Llc
  Scottsdale, AZ
  Seattle, WA
• 2017-04-11 → 2017-12-13
  Mml Investors Services, Llc
  Scottsdale, AZ
• 2014-06-06 → 2017-03-20
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

Beacon Pointe Insurance Services, LLC; Not investment-related; Main office: 24 Corporate Plaza Dr., STE. 150, Newport Beach, CA 92660; Business/Title: Insurance Sales/Licensed Insurance Agent; Start date: 03/01/21; Hrs/Mo: Approximately 10 hours per month (all during securities trading hours); Duties: Sale of insurance products (Life and/or health and accident insurance).

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-19
• S63 Uniform Securities Agent State Law Examination
  2013-11-27

Designations

• Certified Financial Planner