Stefan Noah Hermann

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 08/2026
  Beacon Trust
  Morristown, NJ
• 08/2026 → Present
  Beacon Pointe Advisors, Llc
  New York, NY

Previous Registrations

• 2016-06-13 → 2026-08-18
  Beacon Trust
  Morristown, NJ
• 2008-02-04 → 2016-05-05
  Fisher Investments
  Short Hills, NJ
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-29
• S63 Uniform Securities Agent State Law Examination
  1989-01-03

Other Names

• Stefan Noah Hermann