Daniel Marcelo Deanda
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, LLCMar 2026 to now
- Beacon Pointe Insurance Services, LLCMar 2026 to now
- Mgb Wealth Management, LLCApr 2022 to Feb 2026
- Purshe Kaplan Sterling InvestmentsJun 2021 to Jan 2022
- Thrivent Advisor Network d/b/a 49 FinancialJun 2021 to Jan 2022
- 49 FinancialMar 2021 to Jan 2022
- UnemployedJul 2019 to Mar 2021
- Altus GroupMay 2019 to Jul 2019
- UnemployedJul 2017 to May 2019
- ImprovingJun 2017 to Jul 2017
- UnemployedJan 2017 to Jun 2017
- BachrachNov 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7401971
- Firm CRD
- 119290