Andrew
Saltzman

Beacon Pointe Advisors, LLC

CRD#4330199
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Andrew Saltzman is a financial advisor based in Scottsdale, Arizona, working with Beacon Pointe Advisors, LLC. Andrew has previously held positions at Purshe Kaplan Sterling Investments, Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Insurance Services, LLC, and Beacon Pointe Advisors, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Andrew is part of Beacon Pointe Advisors, LLC, which operates out of Scottsdale, Arizona. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14350 N 87Th Street Suite 185
Scottsdale, AZ 85260

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Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$31,279,960,486

AZ Average: $7,578,581,321
Total Number of Employees

500

AZ Average: 43
Total Number of Accounts

47,098

AZ Average: 3,727
Average Account Size

$664,146

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Andrew Saltzman Work History

2020 - Present (4 years)

Beacon Pointe Advisors, LLC

2012 - Present (12 years)

Beacon Pointe Insurance Services, LLC

2011 - Present (13 years)

Purshe Kaplan Sterling Investments

2017 - 2020 (3 years)

Beacon Pointe Wealth Advisors, LLC

2011 - 2017 (6 years)

Beacon Pointe Wealth Advisors, LLC

Disclosures

Please visit the SEC profile of Andrew Saltzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beacon Pointe Advisors, LLC

Eric Newby
Scottsdale, AZ
Leigh Moglia
Newport Beach, CA
Quinn Schneider
Charlotte, NC
Paige Goll
Winter Park, FL
James Davenport
Newport Beach, CA
Neil Livingston
Newport Beach, CA
Andrew Rovzar
Newport Beach, CA
Delia Oldak
Summit, NJ
Learn more about
Beacon Pointe Advisors, LLC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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