Scottsdale, AZ N Scottsdale Road Office

Team
Updated today

Client AUM

$49,135,583,845

Clients

29,565

Advisors

5

Of 472 advisors across 98 offices

Location

6263 N Scottsdale Road, Suite 295

Scottsdale AZ 85250

Advisors at this office

5

Advisors at this office

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Sean M

Series 63, Series 65

Scottsdale, AZ

Beacon Pointe Advisors, LLC

Sean Mahoney is a financial advisor at Beacon Pointe Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stonegate Capital Advisors and BMO Harris Bank. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Todd R

Series 63, Series 65

Scottsdale, AZ

Beacon Pointe Advisors, LLC

Todd Ruble is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He has held positions at Beacon Pointe Advisors since 2021 and previously worked at Stonegate Capital Advisors, LLC for six years. Ruble holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
user avatar

T P

CFP®, Series 66

Scottsdale, AZ

Beacon Pointe Advisors, LLC

T Powell is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2021. His prior experience includes roles at Ameriprise Financial Services, Inc., Massachusetts Mutual Life Insurance Company, and Stonegate Capital Advisors. In addition to his advisory work, he is an agent with Beacon Pointe Insurance Services, focusing on the sale of life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and a combination of active and passive strategies, while also sponsoring proprietary investment vehicles and serving as a general partner for multiple private funds.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Jameson V

CFP®, Series 66

Scottsdale, AZ

Beacon Pointe Advisors, LLC

Jameson Van Houten is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Crown Capital Securities, Lp and Stonegate Financial Group. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused, asset-allocation approach using proprietary due-diligence processes and offers a range of services from wealth management to outsourced CIO solutions.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
user avatar

Joshua L

Series 63, Series 65

Scottsdale, AZ

Beacon Pointe Advisors, LLC

Joshua Lustbader is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Stonegate Capital Advisors, The Vanguard Group, Fisher Investments, Paladini Financial Management, and RegentAtlantic. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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