Quinn R Schneider
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, LLCSep 2025 to now
- Beacon Pointe Advisors, LLCFeb 2022 to Aug 2025
- Altavista Wealth Management Inc.Jun 2019 to Jan 2022
- MeritorJan 2019 to May 2019
- Mission HealthMay 2018 to Nov 2018
- University of North Carolina-ashevilleSep 2017 to Aug 2018
- Horeb Springs Aquatic CenterJun 2017 to Aug 2017
- University of North Carolina AshevilleSep 2016 to May 2017
- University of North CarolinaAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, NC).
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
- 7207623
- Firm CRD
- 119290