William Andrew Haddock

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

• 10/2012 → 10/2017
  Dhg, Llp
  Raleigh, NC
• 10/2017 → Present
  Dmj & Co., Pllc
  Sanford, NC
• 11/2021 → Present
  Beacon Pointe Advisors, Llc
  Greensboro, NC

Other Businesses

1. DMJ Wilmington Properties, LLC. Position: Partner. Nature: Real Estate Rental. Investment related: No. Number of hours: 0 hours per week. Hours spent during trading hours per week: 0 hours per week. Start date: 02/2021. Wilmington, NC. Description: No duties, investment only. 2. DMJ & Co., LLC. Position: Partner. Nature: CPA Firm. Investment related: No. Number of hours: 40+ hours per week. Hours spent during trading hours per week: 40 hours per week. Start date: 11/2019. Greensboro, NC. Description: Partner/CPA Firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-17

Other Names

• Drew Haddock