Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
18yrs
Anthony Puma
Full name on record: Anthony Michael Puma
Financial advisor at Spinnaker Investment Group
Anthony Puma has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Newport Beach, California. Anthony has been with Spinnaker Investment Group since 2016; before that, Anthony spent six years at Signature Resources Capital Management and two years at Signator Investors. Spinnaker Investment Group offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 25% by experience at Spinnaker Investment Group
Office4100 Macarthur Blvd. Suite 120, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.04 million
Advisors at the firm8
States licensed ?1 state
Services through Spinnaker Investment Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowSpinnaker Investment Group, LLCCurrent firm
- 2010 – 2017
- 2008 – 2010Signator Investors, Inc.Previously
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Spinnaker Investment Group at (949) 396-6700 and ask for Anthony Puma. Anthony works from the Newport Beach, CA office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2008, about 18 years. Top 25% by experience at Spinnaker Investment Group.
What licenses does Anthony hold?
Series 66. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Spinnaker Investment Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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