David Aaron Monsees
Investment adviser representative at Beacon Pointe Advisors, LLC
11 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
11 years in the industry.
- Beacon Pointe Advisors, LLCJun 2024 to now
- Joslin Capital Advisors, LLCJul 2022 to Jun 2024
- First Command Advisory Services, IncJul 2021 to Feb 2022
- First Command Financial Planning, IncJul 2021 to Feb 2022
- First Command Insurance Services, IncJul 2021 to Feb 2022
- First Command Financial Services, IncJun 2020 to Jul 2021
- United States Naval ReserveNov 2019 to May 2022
- US Navy, Defense Threat Reduction AgencySep 2017 to Nov 2019
- US Navy Active Duty, Destroyer Squadron NineDec 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7266543
- Firm CRD
- 119290