Inactive

Brendan Maurice Reidy

Beacon Pointe Advisors, LLC

Newport Beach, CA

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Current Employers

Beacon Pointe Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-03-22

NC RA
APPROVED

Since 2023-03-22

Branch Locations

4 Vanderbilt Park Drive Suite 310, Asheville, NC 28803 • United States

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

Organization	City	State	From	To
Us Trust Bank Of America	Stamford	CT	05/2015	08/2017
Churchill Management Group	Los Angeles	CA	08/2017	01/2020
Mercer Global Advisors Inc.	Denver	CO	01/2020	09/2021
The Mather Group, Llc	Chicago	IL	10/2021	11/2022
Beacon Pointe Advisors, Llc	Charlotte	NC	02/2023	Present

05/2015 → 08/2017

Us Trust Bank Of America

Stamford, CT
08/2017 → 01/2020

Churchill Management Group

Los Angeles, CA
01/2020 → 09/2021

Mercer Global Advisors Inc.

Denver, CO
10/2021 → 11/2022

The Mather Group, Llc

Chicago, IL
02/2023 → Present

Beacon Pointe Advisors, Llc

Charlotte, NC

Previous Registrations

2021-10-05 → 2022-11-15

The Mather Group, Llc

New Canaan Court, CT

Chicago, IL
2020-12-10 → 2021-10-01

Mercer Global Advisors Inc.

Woodbridge, CT
2017-08-17 → 2020-01-21

Churchill Management Group

New Canaan, CT

Beverly Hills, CA
2012-02-15 → 2015-05-11

Ubs Financial Services Inc.

Stamford, CT
2009-06-01 → 2012-02-27

Morgan Stanley

Greenwich, CT
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Greenwich, CT
2007-02-02 → 2007-04-02

Morgan Stanley Dw Inc.

Greenwich, CT
2003-05-14 → 2007-02-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stamford, CT

Stamford, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-05-12
S63	Uniform Securities Agent State Law Examination	2002-07-10

S66 Uniform Combined State Law Examination

2003-05-12
S63 Uniform Securities Agent State Law Examination

2002-07-10

Other Names

Brendan M Reidy

View on SEC IAPD

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Other Investors

JAMES TURNER NORRIS

LAURENCE J CASPER

DONALD PETER WEIDEMANN

SANDRA K NEWBERRY

JONATHAN TRAVIS PAYNE

CHRISTINA LEIGH SIMPSON

KATHLEEN CARROLL KING

AMBER DAWN MCCLEEREY

Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC

CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

BEACON POINTE ADVISORS, LLC · Asheville, NC

EDWARD JONES · ASHEVILLE, NC

LPL FINANCIAL LLC · ASHEVILLE, NC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

LPL FINANCIAL LLC · ASHEVILLE, NC

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