Marina Cekani
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
2 statesRegistered 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, LLCOct 2026 to now
- Beacon Pointe Advisors, LLCOct 2025 to Sep 2026
- Sensible Financial Planning and Management, LLCFeb 2020 to Sep 2025
- Wells Fargo Clearing Services LLCSep 2017 to Feb 2020
- UnemployedMay 2017 to Sep 2017
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors, LLCNov 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 6578590
- Firm CRD
- 119290