AdvisorOS Directory
Claim Profile
Unclaimed Profile
HB

Heidi Haines Benavidez

PACIFIC EDGE ADVISORS, LLC·CORONA DEL MAR, California
Series 6, Series 63Clean record10 years registeredPACIFIC EDGE ADVISORS, LLC
2101 E. COAST HWY, SUITE 215, CORONA DEL MAR, CA 92625CRD# 4163287Firm CRD# 283628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heidi Haines Benavidez · CORONA DEL MAR, CA
Registration
CRD #4163287 · PACIFIC EDGE ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PACIFIC EDGE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC
Dec 2021 – Oct 2024
Newport Beach, CA
PACIFIC EDGE ADVISORS, LLC
Jun 2016 – Mar 2022
NEWPORT BEACH, CA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · June 3, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACIFIC EDGE ADVISORS, LLC
CRD 283628 · SEC 801-107861
AUM
$521M
Regulatory assets under management
Employees
3
229 client accounts
Services offered by PACIFIC EDGE ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACIFIC EDGE ADVISORS, LLC →
Introduction

Speak with Heidi

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Heidi is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CORONA DEL MAR?

Browse all registered financial advisors in CORONA DEL MAR, California or claim this profile if it's yours.

Browse CORONA DEL MAR AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Heidi Haines Benavidez offer?
Heidi Haines Benavidez specializes in Financial Planning, Investment Management.
What are Heidi Haines Benavidez's credentials?
Heidi Haines Benavidez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heidi Haines Benavidez located?
Heidi Haines Benavidez is based in CORONA DEL MAR, California, last registered with PACIFIC EDGE ADVISORS, LLC.
How does Heidi Haines Benavidez charge for services?
Heidi Haines Benavidez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC EDGE ADVISORS, LLC?
PACIFIC EDGE ADVISORS, LLC has approximately 3 employees and manages $521M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PACIFIC EDGE ADVISORS, LLC

David Michael Emmes
CORONA DEL MAR, CA

More Advisors in CORONA DEL MAR, California

Richard Albert Conn
INNOVATE PARTNERS, LLC·CORONA DEL MAR, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile