Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
5yrs
Patrick Dyas
Full name on record: Patrick Michael Dyas
Financial advisor at Stifel, Nicolaus & Company
Based in Newport Beach, California, Patrick Dyas is a fiduciary financial advisor with 5 years of industry experience. Patrick joined Stifel, Nicolaus & Company in 2022, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office520 Newport Center Drive Suite 1500, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2022 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Contact Patrick
Local office(949) 252-1324Ask for Patrick. (314) 342-2000Main office · St. Louis, MO 520 Newport Center Drive Suite 1500Newport Beach, CA 92660Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (949) 252-1324 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Patrick Dyas.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick 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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