Tammy K Pioch
Investment adviser representative at Beacon Pointe Advisors, LLC
12 yearsExperience
2 statesRegistered in
$54.9BFirm assets
24 yearsFirm in business
Are you Tammy K Pioch? 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
12 years in the industry.
- Beacon Pointe Advisors, LLCMar 2026 to now
- Hightower AdvisorsOct 2023 to Mar 2026
- Mariner Wealth AdvisorsJun 2020 to Oct 2023
- UnemployedFeb 2020 to Jun 2020
- EllevestApr 2019 to Feb 2020
- UBS Wealth ManagementNov 2017 to Mar 2019
- RBC Capital Markets, LLCAug 2017 to Nov 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 3071308
- Firm CRD
- 119290