William
Rosenthal
Beacon Pointe Advisors, LLC
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About this Advisor
William Rosenthal is a certified financial planner and chartered financial consultant based in Newport Beach, California who has 2 years of relevant experience. Rosenthal currently works for Beacon Pointe Advisors, LLC. Throughout their career, Rosenthal has worked at William Burk Rosenthal, National Planning Corporation, Lpl Financial LLC, Purshe Kaplan Sterling Investments, Rosenthal Advisory Services, Lp, Rosenthal Management Services, Rosenthal Capital Assets, LLC and Beacon Pointe Insurance Services. Rosenthal maintains a Series 63 license, qualifying them as a securities representative, and is approved to work in Texas. Beacon Pointe Advisors, LLC is a business that has its headquarters in Newport Beach, CA. The investment advisory business has offices in 26 locations and a total of 420 people on staff. It oversees $23 billion in total assets between its 42,223 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 42,223 client accounts, 36% are held by high-net-worth individuals who have at least $1 million in investable assets. Beacon Pointe Advisors, LLC offers a wide set 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types charged by Beacon Pointe Advisors, LLC likely include 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
$23,245,734,845
420
42,223
$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
William Rosenthal Work History
William has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments
Beacon Pointe Insurance Services
Rosenthal Capital Assets, LLC
Lpl Financial LLC
Lpl Financial LLC
National Planning Corporation
Rosenthal Advisory Services, Lp
Rosenthal Management Services
William Burk Rosenthal
*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 William Rosenthal 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
Campbell, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Denver, CO
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.
