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Meryl Eileen Feys

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.

  1. Beacon Pointe Advisors, LLCOct 2025 to now
  2. UnemployedJun 2025 to Oct 2025
  3. Bradley WealthDec 2023 to Jun 2025
  4. UnemployedMay 2023 to Nov 2023
  5. Hope CollegeAug 2022 to May 2023
  6. Rocket MortgageMay 2022 to Aug 2022
  7. Hope CollegeAug 2021 to May 2022
  8. The LandingJul 2021 to Aug 2021
  9. Minimal Living ConceptsMay 2021 to Jul 2021
  10. Hope CollegeAug 2020 to May 2021
  11. UnemployedJun 2020 to Aug 2020
  12. Hope CollegeAug 2019 to May 2020
  13. Ivf MichiganJun 2019 to Aug 2019
  14. Wylie E. Groves High SchoolAug 2015 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7982113
Firm CRD
119290
Advisor's SEC record (opens in a new tab)
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