Debra Beth Curry

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

• 05/2007 → 06/2023
  Syndicated Capital Inc
  Santa Monica, CA
• 05/2007 → 06/2023
  Yosemite Capital Management
  Newport Beach, CA
• 06/2023 → 10/2024
  Bridge Advisory Llc
  Pasadena, CA
• 10/2024 → Present
  Beacon Pointe Advisors
  Pasadena, CA
• 10/2024 → Present
  Beacon Pointe Insurance Services
  Pasadena, CA

Previous Registrations

• 2023-06-27 → 2024-10-31
  Bridge Advisory Llc
  Pasadena, CA
• 2007-12-14 → 2023-06-28
  Yosemite Capital Management
  Newport Beach, CA
• 1997-07-08 → 2007-06-11
  Ubs Financial Services Inc.
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-07-21

Designations

• Certified Financial Planner

Other Names

• Debra Beth Levine