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Peyton Eugene Steigerwald

Beacon Pointe Advisors, LLC

Greenville, SC

Newport Beach, CA

CRD 7562641

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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:

Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-13
  • SC RA
    APPROVED
    Since 2025-01-13

Branch Locations

135 South Main Street Suites 900 & 1000, Greenville, SC 29601 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
College Of Charleston Charleston SC 08/2015 12/2016
Clemson University Clemson SC 01/2017 05/2019
Beacon Pointe Advisors Scottsdale AZ 07/2019 08/2021
Beacon Pointe Advisors Scottsdale AZ 08/2021 11/2021
Beacon Pointe Advisors Greenville SC 11/2021 04/2024
Beacon Pointe Advisors Greenville SC 04/2024 12/2024
Beacon Pointe Advisors Llc Greenville SC 01/2025 Present
  • 08/2015 → 12/2016
    College Of Charleston
    Charleston, SC
  • 01/2017 → 05/2019
    Clemson University
    Clemson, SC
  • 07/2019 → 08/2021
    Beacon Pointe Advisors
    Scottsdale, AZ
  • 08/2021 → 11/2021
    Beacon Pointe Advisors
    Scottsdale, AZ
  • 11/2021 → 04/2024
    Beacon Pointe Advisors
    Greenville, SC
  • 04/2024 → 12/2024
    Beacon Pointe Advisors
    Greenville, SC
  • 01/2025 → Present
    Greenville, SC
Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 02/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)

Designations
  • Certified Financial Planner

View on SEC IAPD

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