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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-21
NY RA APPROVED 2026-08-21
  • NJ RA
    APPROVED
    Since 2026-08-21
  • NY RA
    APPROVED
    Since 2026-08-21

Branch Locations

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

Rockefeller Center One Rockefeller Plaza, Suite 1030, New York, NY 10020 • 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
Beacon Trust Morristown NJ 05/2016 08/2026
Beacon Pointe Advisors, Llc New York NY 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-29
S63 Uniform Securities Agent State Law Examination 1989-01-03
  • S65 Uniform Investment Adviser Law Examination
    2008-01-29
  • S63 Uniform Securities Agent State Law Examination
    1989-01-03
Other Names
  • Stefan Noah Hermann

View on SEC IAPD

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