Shima Salehi
Investment adviser representative at Beacon Pointe Advisors, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Beacon Pointe Advisors, LLCSep 2026 to now
- Beacon Pointe Insurance Services, LLCSep 2026 to now
- Summit Trail Advisors, LLCMay 2024 to Sep 2026
- LPL Financial LLCJul 2023 to May 2024
- BMO Bank NAMar 2016 to May 2024
- Bancwest Investment ServicesMar 2016 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
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
- 5646415
- Firm CRD
- 119290