David Michael Emmes

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

• 12/2021 → Present
  Beacon Pointe Advisors, Llc
  Corona Del Mar, CA
• 08/2016 → 12/2021
  Pacific Edge Advisors, Llc
  Corona Del Mar, CA
• 09/2000 → 07/2016
  Bny Mellon
  New York, NY

Previous Registrations

• 2016-09-28 → 2022-03-02
  Pacific Edge Advisors, Llc
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-27
• S63 Uniform Securities Agent State Law Examination
  1996-04-12