David
Szabla
Beacon Pointe Advisors, LLC
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About this Advisor
David Szabla is a certified financial planner based out of Newport Beach, California, who has 2 years of industry experience. Szabla is currently employed by Beacon Pointe Advisors, LLC. Throughout their career, Szabla has worked at Mckenzie Rothwell Barlow & Cougran, Ing Financial Partners, Voya Financial Advisors, Beacon Pointe Advisors, LLC, University Of Washington, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Szabla holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Beacon Pointe Advisors, LLC is a registered investment company operating out of Newport Beach, CA. It has offices in 26 locations and a total of 420 people on staff. It oversees $23 billion in assets among its 42,223 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 85 charities and foundations. Of its 42,223 customer accounts, 36% belong to high-net-worth individuals who have at least $1 million in investable assets. Beacon Pointe Advisors, LLC provides a number 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. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types billed by Beacon Pointe Advisors, LLC can consist of some combination 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
David Szabla Work History
David has been registered as a financial advisor for 2 years.*
Beacon Pointe Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Voya Financial Advisors
Ing Financial Partners
Mckenzie Rothwell Barlow & Cougran
University Of Washington
*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 David Szabla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
