Chad Alan Smith
Investment adviser representative at Beacon Pointe Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$54.9BFirm assets
Are you Chad Alan Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Beacon Pointe Advisors, LLCJul 2025 to now
- Heritage Financial Planning, LLCMar 2019 to Jun 2025
- H.d.vestOct 2008 to Mar 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2747937
- Firm CRD
- 119290