Audrey Hannah Day
Investment adviser representative at Beacon Pointe Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$54.9BFirm assets
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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
12 years in the industry.
- Beacon Pointe Advisors, LLCNov 2023 to now
- Carlson Capital ManagementJun 2022 to Oct 2023
- Pearson Virtual SchoolsJun 2021 to Aug 2021
- Martha Burns Swim SchoolMay 2021 to Sep 2021
- Marquette Wealth ManagementJun 2020 to Aug 2020
- Altar'd StateOct 2019 to Nov 2019
- Marquette Wealth ManagementJun 2019 to Aug 2019
- University of St. ThomasSep 2018 to May 2022
- Martha Burns Swim SchoolMay 2018 to Sep 2018
- Birches On the LakeJan 2018 to Feb 2018
- Martha Burns Swim SchoolMay 2017 to Sep 2017
- Minnetonka High SchoolSep 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 8267721
- Firm CRD
- 119290