Liliana Marina milenia Sobaszek
Investment adviser representative at Beacon Pointe Advisors, LLC
12 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
Are you Liliana Marina milenia Sobaszek? Claim your profile
Contact this firm
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
12 years in the industry.
- Beacon Pointe Advisors, LLCSep 2022 to now
- UnemployedMay 2022 to Sep 2022
- Maki YakiMar 2019 to Jan 2020
- UnemployedNov 2018 to Feb 2019
- California State University, FullertonAug 2018 to May 2022
- Mimi's CafeAug 2017 to Oct 2018
- Yorba Linda High SchoolAug 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7720545
- Firm CRD
- 119290