Eric
Newby
Beacon Pointe Advisors, LLC
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About this Advisor
Eric Newby is a certified financial planner operating out of Scottsdale, Arizona who has 8 years of industry experience. Newby is currently employed by Beacon Pointe Advisors, LLC. Newby has gained experience at Td Ameritrade, Jackson National Life Distributors, Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Insurance Services and Beacon Pointe Advisors, LLC. Newby has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Arizona. Beacon Pointe Advisors, LLC is a registered investment business that has its headquarters in Newport Beach, CA. The company has offices in 26 locations and a total of 420 people on staff. It handles $23 billion in assets under management among its 42,223 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 85 charities and foundations. Of its 42,223 client accounts, 36% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, including 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. Fees for financial advisory services typically depend on the type of financial services offered. Fee types charged by Beacon Pointe Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$23,245,734,845
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
420
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
42,223
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$550,547
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
Eric Newby Work History
Eric has been registered as a financial advisor for 8 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services
Beacon Pointe Advisors, LLC
Jackson National Life Distributors
Beacon Pointe Wealth Advisors, LLC
Td Ameritrade
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Newby 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
Newport Beach, CA
Newport Beach, CA
Denver, CO
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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