Katherine
Hickey
Beacon Pointe Advisors, LLC
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About this Advisor
Katherine Hickey is a financial advisor working in Bala Cynwyd, Pennsylvania with a total of 3 years of industry experience. Hickey is an employee of Beacon Pointe Advisors, LLC. Over the course of their career, Hickey has held roles at Jpm Investment Management, Jpm Institutional Investments Inc, Jpmorgan Chase & Co, Ge Capital, Beacon Pointe Wealth Advisors, LLC, Villanova University and Beacon Pointe Advisors, LLC. Hickey holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Beacon Pointe Advisors, LLC is an advisory company based in Newport Beach, CA. It has offices in 26 locations and a total of 420 advisors. It oversees $23 billion in total assets between its 42,223 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 42,223 accounts, 36% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Beacon Pointe Advisors, LLC provides 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. Financial management fees largely are based on which service is provided. However, fees charged by Beacon Pointe Advisors, LLC likely consist of 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
$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
Katherine Hickey Work History
Katherine has been registered as a financial advisor for 3 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Jpm Investment Management
Jpm Institutional Investments Inc
Jpmorgan Chase & Co
Ge Capital
Villanova University
Villanova 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 Katherine Hickey 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
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Los Angeles, CA
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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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