Carla Ng Yuan
Investment Adviser Representative at Beacon Pointe Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carla Ng Yuan is an investment adviser representative with Beacon Pointe Advisors, LLC in Campbell, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WileyFeb 2016 – Mar 2023Redondo Beach, CA
- UworldApr 2023 – Jan 2024Cupertino, CA
- First Team Real EstateApr 2020 – Mar 2023Long Beach, CA
- Wealth Consulting GroupFeb 2024 – Feb 2025Pleasant Hill, CA
- Keller Williams Bay Area EstatesApr 2023 – no end date reportedLos Gatos, CA
- Beacon Pointe Advisors, LLCMar 2025 – Mar 2026Pleasant Hill, CA
- Beacon Pointe Advisors, LLCApr 2026 – no end date reportedCampbell, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Beacon Pointe Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The Fund offers investors access to less liquid alternative investments through a portfolio of Underlying Funds investing in Private Credit, Private Real Estate, Private Equity, Hedge Funds, Hedged Equities, and Real Assets, with daily subscriptions, quarterly redemptions, quarterly distributions, and 1099 tax reporting.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 473
- Offices listed on AdvisorFinder:
- 68
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-60943
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 31, 2026
View full firm profileOther advisors at Beacon Pointe Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carla Ng Yuan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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