Brendan
Reidy
Beacon Pointe Advisors, LLC
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About this Advisor
Brendan Reidy is a financial advisor based in Greenville, South Carolina, working with Beacon Pointe Advisors, LLC. Brendan has previously held positions at UBS Financial Services Inc, US Trust Bank of America, Churchill Management Group, Mercer Global Advisors Inc, The Mather Group, LLC, and Beacon Pointe Advisors, LLC. Brendan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Brendan is part of Beacon Pointe Advisors, LLC, which operates out of Greenville, South Carolina. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$31,279,960,486
500
47,098
$664,146
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
Brendan Reidy Work History
Beacon Pointe Advisors, LLC
The Mather Group, LLC
Mercer Global Advisors Inc
Churchill Management Group
Us Trust Bank Of America
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Brendan Reidy 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
Greensboro, NC
Charlotte, NC
Newport Beach, CA
Scottsdale, AZ
Newport Beach, CA
Newport Beach, CA
Summit, NJ
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