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Quintin Andrew Pile

Beacon Pointe Advisors, LLC

Greenville, SC

Newport Beach, CA

CRD 6694071

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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 2024-05-21
TX RA APPROVED 2024-05-21
  • SC RA
    APPROVED
    Since 2024-05-21
  • TX RA
    APPROVED
    Since 2024-05-21

Branch Locations

135 South Main St Ste 900, 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
Edward Jones St Louis MO 12/2018 06/2019
St. Mary's University San Antonio TX 08/2017 11/2018
Dbat - San Antonio West San Antonio TX 04/2018 11/2018
Wofford College Sapartanburg SC 08/2013 05/2017
St. Mary's University San Antonio TX 08/2017 09/2018
Greenwood Capital Associates Greenville SC 07/2019 04/2024
Beacon Pointe Advisors, Llc Greenville SC 05/2024 Present
Beacon Pointe Insurance Services Greenville SC 05/2024 Present
  • 12/2018 → 06/2019
    St Louis, MO
  • 08/2017 → 11/2018
    St. Mary's University
    San Antonio, TX
  • 04/2018 → 11/2018
    Dbat - San Antonio West
    San Antonio, TX
  • 08/2013 → 05/2017
    Wofford College
    Sapartanburg, SC
  • 08/2017 → 09/2018
    St. Mary's University
    San Antonio, TX
  • 07/2019 → 04/2024
    Greenwood Capital Associates
    Greenville, SC
  • 05/2024 → Present
    Greenville, SC
  • 05/2024 → Present
    Beacon Pointe Insurance Services
    Greenville, SC
Previous Registrations
Other Businesses

1.) Backward K LLC Type of Business: Rental Property and Property Management Business is not investment-related 17 Hollingsworth Drive, Greenville SC 29607 Principal | Member Established April 2022; Mr. Pile spends approximately 1-4 hours per week, coordinating rental property services, such as rent collection and maintenance; not during normal trading hours. 2.) 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: 05/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sales of insurance products (life/health/accident). 3.) WP Holdings of the Upstate LLC; Investment-related; Address: 6 Longtail Ct Greenville, SC 29607; Position/Title: Co-Owner; Start Date: 04/2022; HRS/MO During trading hours: 0; Duties: Rental real estate property, owns 50% of the property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-02
  • S66 Uniform Combined State Law Examination
    2019-03-02
Designations
  • Certified Financial Planner
Other Names
  • Quintin Pile
  • Quintin Andrew Pile

View on SEC IAPD

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