Joshua Lustbader
Investment adviser representative at Beacon Pointe Advisors, LLC
10 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
10 years in the industry.
- Beacon Pointe Advisors, LLCOct 2021 to now
- Stonegate Capital AdvisorsJan 2021 to Oct 2021
- UnemployedSep 2020 to Dec 2020
- The Vanguard Group, Inc.May 2020 to Sep 2020
- UnemployedFeb 2020 to May 2020
- Fisher InvestmentsJul 2019 to Feb 2020
- Paladini Financial ManagementJun 2018 to Jul 2019
- RegentatlanticJun 2017 to Aug 2017
- Texas Tech UniversityAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6340973
- Firm CRD
- 119290