Victoria Oneill Shadaia

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

• 05/2019 → 12/2022
  Midwest Financial Advisors Group
  Bloomfield Hills, MI
• 09/2015 → 05/2019
  Michigan State University
  East Lansing, MI
• 12/2022 → 04/2025
  Beacon Pointe Advisors Llc
  Skokie, IL
• 04/2025 → Present
  Beacon Pointe Advisors Llc
  Skokie, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-03-03

Designations

• Chartered Financial Consultant

Other Names

• Victoria Renee Oneill
• Tori O'NEill Shadaia