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Robyn Michelle Gerke

Beacon Pointe Advisors, LLC

Scottsdale, AZ

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-25
AZ RA APPROVED 2017-02-27
  • TX RA
    APPROVED
    Since 2025-03-25
  • AZ RA
    APPROVED
    Since 2017-02-27

Branch Locations

16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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
Beacon Pointe Wealth Advisors, Llc Scottsdale AZ 10/2016 03/2020
Beacon Pointe Advisors, Llc Scottsdale AZ 10/2016 03/2020
Stoker Ostler Wealth Advisors Scottsdale AZ 08/2002 10/2016
Beacon Pointe Advisors, Llc Scottsdale AZ 04/2020 Present
Previous Registrations
  • 2017-02-27 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Scottsdale, AZ
    Newport Beach, CA
Designations

View on SEC IAPD

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