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Matthew Scott Diquollo

Beacon Pointe Advisors, LLC

Newport Beach, CA

Summit, NJ

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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 2024-03-04
  • NJ RA
    APPROVED
    Since 2024-03-04

Branch Locations

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

47 Maple Street, Summit, NJ 07974 • 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
Mariner Wealth Advisors-Madison, Llc Madison NJ 12/2012 06/2018
Mariner Wealth Advisors Madison NJ 09/2016 02/2021
Glenmede Trust Company New York NY 01/2021 02/2024
Beacon Pointe Advisors Summit NJ 02/2024 06/2025
Beacon Pointe Advisors, Llc Summit NJ 06/2025 Present
  • 12/2012 → 06/2018
    Mariner Wealth Advisors-Madison, Llc
    Madison, NJ
  • 09/2016 → 02/2021
    Mariner Wealth Advisors
    Madison, NJ
  • 01/2021 → 02/2024
    Glenmede Trust Company
    New York, NY
  • 02/2024 → 06/2025
    Beacon Pointe Advisors
    Summit, NJ
  • 06/2025 → Present
    Beacon Pointe Advisors, Llc
    Summit, NJ
Previous Registrations
  • 2016-11-29 → 2021-01-22
    Mariner
    Madison, NJ
    Overland Park, KS
  • 2012-12-21 → 2018-07-03
    Mariner Wealth Advisors
    Overland Park, KS
    Madison, NJ
  • 2011-06-28 → 2012-12-21
    Brinton Eaton
    Madison, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-27
S63 Uniform Securities Agent State Law Examination 2001-02-15
  • S65 Uniform Investment Adviser Law Examination
    2011-06-27
  • S63 Uniform Securities Agent State Law Examination
    2001-02-15
Designations

View on SEC IAPD

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