Colin Rowe
Investment adviser representative at Beacon Pointe Advisors, LLC
14 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
14 years in the industry.
- Beacon Pointe Advisors, LLCJan 2025 to now
- Charles Schwab & Co., Inc.Aug 2022 to Jan 2025
- UnemployedJul 2022 to Aug 2022
- Reduce MortgageAug 2021 to Jun 2022
- Freedom MortgageJul 2020 to Jul 2021
- CbreJun 2019 to Aug 2019
- Home Point FinancialMay 2018 to Aug 2018
- College of Social and BehaviorSep 2017 to Feb 2019
- St. Mary's SchoolMay 2017 to Jul 2017
- Full-time EducationJun 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7582824
- Firm CRD
- 119290