Katarzyna
Quiroz

Beacon Pointe Advisors, LLC

CRD#6400717
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Katarzyna Quiroz is a financial advisor based out of Scottsdale, Arizona who has 3 years of industry experience. Quiroz is an employee of Beacon Pointe Advisors, LLC. During their career, Quiroz has held roles at Raymond James Financial Services, Inc, Charles Schwab & Co, Phillips Law Group, Arizona State University, Edelman Financial Services, LLC, Ef Legacy Securities, LLC, Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services. Quiroz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Beacon Pointe Advisors, LLC is a business based in Newport Beach, CA. The firm has offices in 26 locations and a total of 420 financial advisors. It handles $23 billion in assets across its 42,223 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 85 charities and foundations. Of its 42,223 client accounts, 36% belong to high-net-worth investors who have more than $1 million in assets. Beacon Pointe Advisors, LLC offers a number of services, such as 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. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees charged by Beacon Pointe Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

$23,245,734,845

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

420

AZ Average: 43
Total Number of Accounts

42,223

AZ Average: 3,727
Average Account Size

$550,547

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

Katarzyna Quiroz Work History

Katarzyna has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Beacon Pointe Advisors, LLC

2020 - Present (4 years)

Beacon Pointe Insurance Services

2018 - 2020 (2 years)

Edelman Financial Services, LLC

2017 - 2018 (1 year)

Edelman Financial Services, LLC

2017 - 2020 (3 years)

Ef Legacy Securities, LLC

2016 - 2016 (< 1 year)

Raymond James Financial Services, Inc

2014 - 2016 (2 years)

Charles Schwab & Co

2014 - 2014 (< 1 year)

Phillips Law Group

2009 - 2013 (4 years)

Arizona State University

*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 Katarzyna Quiroz 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

Cal Dickman
Newport Beach, CA
Laine Ainsworth
Newport Beach, CA
Mark Moehlman
Newport Beach, CA
Scott Ayers
Newport Beach, CA
Todd Ruble
Scottsdale, AZ
Gregory Taylor
Newport Beach, CA
Thomas O'Connor
Newport Beach, CA
Carolyn Smith
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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