Sarah Roberta Stubbs

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

• 05/2018 → 08/2023
  Ubs Financial Services Inc
  Dallas, TX
• 05/2012 → 05/2018
  The Spa-Los Gatos
  Los Gatos, CA
• 08/2023 → Present
  Beacon Pointe Advisors
  Dallas, TX

Previous Registrations

• 2021-04-30 → 2023-08-29
  Ubs Financial Services Inc.
  Los Angeles, CA
  Los Angeles, CA
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-30
• S63 Uniform Securities Agent State Law Examination
  2020-10-31