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Andrew Allan Roberts

Beacon Pointe Advisors, LLC

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About Andrew Allan Roberts

Andrew Roberts is a financial advisor with Beacon Pointe Advisors, LLC. Andrew has been in the financial services industry since February 2016 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Andrew is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Andrew is also a registered investment advisor in New Jersey.

Firm Information

Andrew Roberts is currently registered with Beacon Pointe Advisors, LLC. Beacon Pointe Advisors, LLC is a Newport Beach, CA-based investment advisor with over 30 billion in assets under management. The firm provides financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Pointe Advisors has over 120 licensed agents and 290 investment advisor representatives.
Beacon Pointe Advisors, LLC

24 CORPORATE PLAZA

NEWPORT BEACH, CA 92660

$31.28B

Assets Under Management

100

Total Clients

279

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Roberts’s Registration & Firm History

NJ

03/27/2023 - Present

Beacon Pointe Advisors, LLC (Summit NJ)

NY

02/19/2016 - 02/01/2023

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Allan Roberts.
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