Brendan Maurice Reidy

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

• 05/2015 → 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

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

Other Names

• Brendan M Reidy