Mitchell Hughes

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

• 02/2017 → 03/2017
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2016 → 03/2017
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2017 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 05/2017 → 04/2019
  Bank Of America, N.A.
  Newport Beach, CA
• 05/2019 → Present
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 05/2019 → Present
  Beacon Pointe Insurance Services, Llc
  Newport Beach, CA

Previous Registrations

• 2017-04-11 → 2019-04-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 2017-02-27 → 2017-03-13
  J. W. Cole Advisors, Inc.
  Laguna Niguel, CA
  Tampa, FL

Other Businesses

BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE.LICENSED INSURANCE AGENT. 05/2019 TO PRESENT. 5 HRS/MONTH. 5 HRS DURING SECURITIES TRADING HOURS. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).

Exams

• S66 Uniform Combined State Law Examination
  2017-02-13

Other Names

• Mitchell Edwin Hughes