Bailey Edward Yates
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, LLCAug 2026 to now
- Versant Capital Management, Inc.Jun 2022 to Jul 2026
- Bobby Q Great Steaks Real BbqAug 2019 to Sep 2022
- Arizona State UniversityAug 2019 to May 2022
- HomegoodsFeb 2019 to Aug 2019
- Paradise Valley Community CollegeAug 2018 to Aug 2019
- Web.comFeb 2018 to Aug 2018
- University of ArizonaAug 2016 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7792241
- Firm CRD
- 119290