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MJ

Matthew John Armistead

Investment Adviser Representative at BEACON POINTE ADVISORS, LLC

Scottsdale, AZCRD #4589915Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew John Armistead has worked in the securities industry since 2003. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Arizona and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ArizonaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/13/2002
Series 7
General Securities Representative Examination
Passed 10/10/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Beacon Pointe Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BEACON POINTE ADVISORS, LLCCurrent
8/28/2015Scottsdale, AZ
BEACON POINTE WEALTH ADVISORS, LLC
10/27/20144/27/2020Scottsdale, AZ
CAMELBACK WEALTH MANAGEMENT, LLC
2/26/200810/8/2014Scottsdale, AZ
CAMELBACK WEALTH MANAGEMENT, LLC
12/21/20072/6/2008Phoenix, AZ
OXFORD INVESTMENT PARTNERS, LLC
3/3/200411/20/2007Phoenix, AZ
ARMISTEAD FINANCIAL SERVICES, LLC
12/12/20033/17/2004Scottsdale, AZ
JEFFERSON PILOT SECURITIES CORP
1/30/20039/12/2003Scottsdale, AZ

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew John Armistead 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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