Dylan Cole Simons
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, LLCJun 2026 to now
- Beacon Pointe Insurance Services, LLCJun 2026 to now
- Extended TravelFeb 2026 to Jun 2026
- Raymond James Financial Services Advisors, Inc.Nov 2020 to Feb 2026
- Raymond James Financial Services, Inc.Nov 2020 to Feb 2026
- Kms Financial Services, Inc.Jun 2020 to Oct 2020
- Lg's Kitchen LLCJan 2020 to Nov 2025
- Kms Financial Services, IncMar 2018 to Apr 2020
- Jennifer EasleySep 2016 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (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
- 6366214
- Firm CRD
- 119290