Casey Daniel Paton
Investment adviser representative at Beacon Pointe Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$54.9BFirm assets
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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, LLCAug 2026 to now
- Beacon Pointe Insurance Services, LLCAug 2026 to now
- Encore Apparel CoNov 2014 to now
- First Citizens Investor ServicesDec 2023 to Aug 2026
- Svb Investment Services IncApr 2022 to Aug 2026
- Svb Wealth LLCApr 2022 to Aug 2026
- Silicon Valley BankSep 2021 to Mar 2023
- Svb Wealth AdvisorySep 2021 to Apr 2022
- Ukulele Kids ClubJun 2021 to Dec 2023
- Bank of America, N.A.Aug 2020 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Sep 2021
- Northwestern Mutual Investment Services LLCApr 2019 to Mar 2020
- Bunker Hill Community CollegeSep 2015 to Aug 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 5382194
- Firm CRD
- 119290