Meryl Eileen Feys
Financial advisor at Beacon Pointe Advisors, LLC · Newport Beach, CA
Last updated 2026-10-10
Claim your profileMeryl Eileen Feys is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, CRD 7982113. Licenses and exams on the registration: Series 65. First registered 2024-09-24.
Registration
- CRD number
- 7982113
- Registration status
- Active
- First registered
- 2024-09-24
- Years of experience
- 11
- States registered
- AZ
Licenses and exams
- Series 65
Work history
- 2023-12 to 2025-06 · Bradley Wealth · Scottsdale, AZ
- 2022-08 to 2023-05 · Hope College · Holland, MI
- 2015-08 to 2019-06 · Wylie E. Groves High School · Beverly Hills, MI
- 2025-10 to Present · Beacon Pointe Advisors, LLC · Scottsdale, AZ
- 2025-06 to 2025-10 · Unemployed · Birmingham, MI
- 2023-05 to 2023-11 · Unemployed · Birmingham, MI
- 2022-05 to 2022-08 · Rocket Mortgage · Detroit, MI
- 2021-08 to 2022-05 · Hope College · Holland, MI
- 2021-07 to 2021-08 · The Landing · Charlevoix, MI
- 2021-05 to 2021-07 · Minimal Living Concepts · Phoenix, AZ
- 2020-08 to 2021-05 · Hope College · Holland, MI
- 2020-06 to 2020-08 · Unemployed · Beverley Hills, MI
- 2019-08 to 2020-05 · Hope College · Holland, MI
- 2019-06 to 2019-08 · Ivf Michigan · Bloomfield Hills, MI
Current employment
- Beacon Pointe Advisors, LLC · Newport Beach, CA
Beacon Pointe Advisors, LLC
- Regulatory AUM
- $54,872,534,714
- Registered advisors
- 466
- Offices
- 189
- Clients per advisor
- 64.2 (Moderate)
- Average AUM per client
- $1.8M (Low)
- High-net-worth client ratio
- 38.4% (Moderate)
Beacon Pointe Advisors, LLC: advisors, services and reported ETF investments
Reported ETF positions
Beacon Pointe Advisors reports 805 ETF positions worth $13.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $807.8M |
| IVV — iShares Core S&P 500 ETF | $512.8M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $366.2M |
| VEA — Vanguard FTSE Developed Markets ETF | $361M |
| VTV — Vanguard Morningstar Value ETF | $328.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Beacon Pointe Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $26.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $26.2M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $29.9M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | PFEB — Innovator U.S. Equity Power Buffer ETF - February | $9.6M | Top 94.5% | Replicability (R²) 79.0% · Residual Sharpe 0.23 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Beacon Pointe Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Accountant or Accounting Firm
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
24 Corporate Plaza, Newport Beach, CA 92660
458 advisors at this office.
Contact
The firm's filed contact details.
Official record
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