Ryan Anthony Trabant
Investment adviser representative at Beacon Pointe Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$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
13 years in the industry.
- Beacon Pointe Advisors, LLCOct 2024 to now
- Purshe Kaplan Sterling Investments, Inc.Jul 2020 to Oct 2023
- Landmark Wealth Management GroupOct 2019 to Oct 2024
- Wealth Enhancement Advisory ServicesJan 2019 to Oct 2019
- Wealth Enhancement Brokerage ServicesApr 2018 to Oct 2019
- LPL Financial LLCMar 2018 to Nov 2019
- Wealth Enhancement GroupJan 2018 to Oct 2019
- Springsted IncorpratedJul 2017 to Jan 2018
- University of Wisconsin - La CrosseSep 2013 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6897798
- Firm CRD
- 119290