Erica Renee Smith
Investment adviser representative at Beacon Pointe Advisors, LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
28 years in the industry.
- Beacon Pointe Advisors, LLCDec 2024 to now
- Beacon Point AdvisorsDec 2024 to now
- Smitten Handcrafted Designs, LLCJan 2022 to now
- Bam Advisor Services, LLC. d/b/a Charleston Investment AdvisorsDec 2018 to Feb 2020
- Charleston Investment Advisors, LLC.Jan 2017 to Nov 2024
- The Wealth Management Alliance LLCJan 2014 to Nov 2018
- College Transition ConnectionJun 2008 to Dec 2016
- The Boathouse At Breach Inlet RestaurantMay 1998 to Feb 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5548087
- Firm CRD
- 119290