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Inactive

Philip Clayton Lee

Beacon Pointe Advisors, LLC

Stoneham, MA

Newport Beach, CA

CRD 4551413

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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:

Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-19
NH RA APPROVED 2026-05-06
  • MA RA
    APPROVED
    Since 2026-05-19
  • NH RA
    APPROVED
    Since 2026-05-06

Branch Locations

92 Montvale Avenue, Suite 2050, Stoneham, MA 02180 • 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
OrganizationCityStateFromTo
Financially In Tune, Llc Stoneham MA 07/2016 01/2018
Beacon Pointe Advisors, Llc Stoneham MA 05/2026 Present
Financially In Tune, Llc Stoneham MA 01/2018 02/2019
Financially In Tune, Llc Stoneham MA 02/2019 08/2026
  • 07/2016 → 01/2018
    Financially In Tune, Llc
    Stoneham, MA
  • 05/2026 → Present
    Beacon Pointe Advisors, Llc
    Stoneham, MA
  • 01/2018 → 02/2019
    Financially In Tune, Llc
    Stoneham, MA
  • 02/2019 → 08/2026
    Financially In Tune, Llc
    Stoneham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-09
  • S65 Uniform Investment Adviser Law Examination
    2001-08-09
Designations
  • Certified Financial Planner
Other Names
  • Phil Lee

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
BEACON POINTE ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

KEVIN RICHARD SULLIVAN
JENNIFER DEWEY KUNDROT
JEANNE GIBSON SULLIVAN

Nearby Offices

LPL FINANCIAL LLC · STONEHAM, MA
BEACON POINTE ADVISORS, LLC · Stoneham, MA
COMMONWEALTH FINANCIAL NETWORK · STONEHAM, MA

More in Stoneham, MA

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