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Robert Jay Anderson

Beacon Pointe Advisors, LLC

Newport Beach, CA

Lake Geneva, WI

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-24
  • WI RA
    APPROVED
    Since 2025-11-24

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

875 E Townline Rd Suite 100, Lake Geneva, WI 53147 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Voyager Capital Management, Llc Lake Geneva WI 05/2003 12/2025
Beacon Pointe Advisors, Llc Lake Geneva WI 11/2025 Present
Previous Registrations
  • 2003-05-12 → 2025-12-31
    Voyager Capital Management, Llc
    Lake Geneva, WI
  • 2003-03-31 → 2003-09-16
    Berthel, Fisher & Company Financial Services, Inc.
    Huntley, IL
  • 1999-07-12 → 2003-08-20
    The Index Advantage, Inc.
    Huntley, IL
  • 2002-10-31 → 2003-03-31
    Continental Capital Investment Services, Inc.
    Huntley, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-30
S65 Uniform Investment Adviser Law Examination 1995-02-28
  • S63 Uniform Securities Agent State Law Examination
    2000-08-30
  • S65 Uniform Investment Adviser Law Examination
    1995-02-28
Designations
Other Names
  • Bob J Anderson

View on SEC IAPD

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