Courtney Brooke Hutchinson

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

• 05/2012 → 06/2025
  Waypoint Wealth Partners
  San Francisco, CA
• 07/2025 → 04/2026
  Beacon Pointe Advisors Llc
  Mill Valley, CA
• 05/2026 → Present
  Beacon Pointe Advisors, Llc
  Larkspur, CA

Previous Registrations

• 2012-06-08 → 2025-07-08
  Waypoint Wealth Partners
  Mill Valley, CA
  San Francisco, CA
  San Francisco, CA
  Novato, CA
• 2011-07-27 → 2012-05-14
  Barclays Capital Inc.
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-07-26
• S63 Uniform Securities Agent State Law Examination
  2005-07-29

Designations

• Certified Financial Planner

Other Names

• Courtney Brooke Bedilion
• Courtney Brooke Bedilion