Mary Margaret Kiser

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

• 09/2014 → 12/2016
  Page And Windrow
  Nashville, TN
• 01/2015 → 12/2016
  Cumberland Trust & Investment Co
  Nashville, TN
• 12/2016 → 01/2017
  Traveling/Vacation
  Asheville, NC
• 01/2017 → 01/2022
  Altavista Wealth Management
  Asheville, NC
• 07/2022 → 08/2023
  Beacon Pointe Advisors, Llc
  Asheville, NC
• 08/2023 → Present
  Beacon Pointe Advisors, Llc
  Asheville, NC
• 02/2022 → 07/2022
  Beacon Pointe Advisors, Llc
  Asheville, NC

Other Businesses

Women for Women; Not-investment related; Address: 4 Vanderbilt Park Drive, Suite 300, Asheville, NC 28803; Nature of the business: This is a nonprofit women's giving circle who's mission is to improve the lives of women and girls in Western North Carolina through collective giving.; Role/Title: Treasurer; Start Date: 07/01/2026; 3 HRS/MO devoted to OBA, 1 HR/MO during trading hours; Duties: Tracking and reporting the organizations inflows and outflows throughout the year.

Designations

• Certified Financial Planner

Other Names

• Mary Margaret Burdett