Rashedul Hasan Khan
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
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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
11 years in the industry.
- Beacon Pointe Advisors, LLCMar 2025 to now
- J.P. Morgan Securities LLCOct 2023 to Mar 2025
- JPMorgan Chase Bank, N.A.Oct 2023 to Mar 2025
- Charles Schwab & Co., Inc.Sep 2021 to Sep 2023
- Charles SchwabJul 2021 to Oct 2023
- Fidelity Personal and Workplace AdvisorsMar 2020 to Jul 2021
- Fidelity Brokerage Services LLCNov 2019 to Jul 2021
- Curry n KebobSep 2015 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5614788
- Firm CRD
- 119290