Daniel Marcelo Deanda
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.
Daniel Marcelo DeAnda is an investment adviser representative with Beacon Pointe Advisors, LLC in Dallas, TX, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with MGB Wealth Management, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
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.
- Purshe Kaplan Sterling InvestmentsJun 2021 – Jan 2022Albany, NY
- 49 FinancialMar 2021 – Jan 2022Addison, TX
- Thrivent Advisor Network d/b/a 49 FinancialJun 2021 – Jan 2022Addison, TX
- UnemployedJul 2019 – Mar 2021Frisco, TX
- Altus GroupMay 2019 – Jul 2019Southlake, TX
- UnemployedJul 2017 – May 2019Frisco, TX
- ImprovingJun 2017 – Jul 2017Plano, TX
- UnemployedJan 2017 – Jun 2017Frisco, TX
- BachrachNov 2016 – Jan 2017Frisco, TX
- MGB Wealth Management, LLCApr 2022 – Feb 2024Addison, TX
- MGB Wealth Management, LLCFeb 2024 – Feb 2026Addison, TX
- Beacon Pointe Advisors, LLCMar 2026 – no end date reportedDallas, TX
- Beacon Pointe Insurance Services, LLCMar 2026 – no end date reportedDallas, TX
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. Daniel Marcelo Deanda 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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