Matthew
Armistead

Beacon Pointe Advisors, LLC

CRD#4589915
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Matthew Armistead is a certified financial planner based out of Scottsdale, Arizona with a total of 8 years of relevant experience. Armistead is an advisor for Beacon Pointe Advisors, LLC. Over the course of their career, Armistead has held roles at Camelback Wealth Management, LLC, Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Insurance Services, LLC and Beacon Pointe Advisors, LLC. Armistead holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona. Beacon Pointe Advisors, LLC is an advisory firm that has its headquarters in Newport Beach, CA. It has offices in 26 locations and a total of 420 people on staff. It administers $23 billion in total assets across its 42,223 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 85 charitable organizations. Of its 42,223 client accounts, 36% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Beacon Pointe Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 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

Matthew Armistead Work History

Matthew has been registered as a financial advisor for 8 years.*

2020 - Present (4 years)

Beacon Pointe Advisors, LLC

2015 - Present (9 years)

Beacon Pointe Insurance Services, LLC

2015 - 2020 (5 years)

Beacon Pointe Advisors, LLC

2014 - 2020 (6 years)

Beacon Pointe Wealth Advisors, LLC

2007 - 2014 (7 years)

Camelback Wealth Management, LLC

*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 Matthew Armistead 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

Michael Gonzalez
Newport Beach, CA
Gregory Taylor
Newport Beach, CA
Scott Ayers
Newport Beach, CA
Indya Yuill
Los Angeles, CA
Laine Ainsworth
Newport Beach, CA
Thomas O'Connor
Newport Beach, CA
Carolyn Smith
Newport Beach, CA
Logan Bolick
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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