Jill
Steinberg
Beacon Pointe Advisors, LLC
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About this Advisor
Jill Steinberg is a financial advisor working in Bala Cynwyd, Pennsylvania with a total of 6 years of relevant experience. Steinberg currently works for Beacon Pointe Advisors, LLC. The advisor has gained experience at Beacon Pointe Wealth Advisors, LLC, Beacon Pointe Advisors, LLC and Walden Capital Advisors, LLC. Steinberg maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Pennsylvania. Beacon Pointe Advisors, LLC is a firm that has its headquarters in Newport Beach, CA. The company has offices in 26 locations and a total of 420 financial advisors. It administers $23 billion in assets across its 42,223 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 85 charities and foundations. Of its 42,223 customer accounts, 36% belong to high-net-worth individuals who have at least $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 largely depend on which service is provided. However, fees billed by Beacon Pointe Advisors, LLC most likely are comprised 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
Jill Steinberg Work History
Jill has been registered as a financial advisor for 6 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Advisors, LLC
Walden Capital Advisors, 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 Jill Steinberg 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
Scottsdale, AZ
Los Angeles, CA
Campbell, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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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