Nicholas William English

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

• 03/2006 → 09/2019
  Westwood Wealth Management
  Dallas, TX
• 09/2019 → 12/2019
  Adviceperiod
  Mckinney, TX
• 12/2019 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Plano, TX
• 12/2019 → 03/2020
  Beacon Pointe Advisors, Llc
  Plano, TX
• 04/2020 → Present
  Beacon Pointe Advisors, Llc
  Plano, TX

Previous Registrations

• 2020-01-03 → 2020-04-27
  Beacon Pointe Wealth Advisors, Llc
  Newport Beach, CA
  Plano, TX
• 2017-02-28 → 2020-01-16
  Westwood Wealth Management
  Dallas, TX
• 2019-09-23 → 2019-12-06
  Adviceperiod, Llc
  Mckinney, TX
  Los Angeles, CA
• 2004-03-08 → 2006-03-13
  Morgan Stanley Dw Inc.
  Washington, DC

Other Businesses

Name: Longevity Snacks; Non-investment related; Address: 3814 Chesapeake Way, Melissa, TX 75454 (Home); Nature of Business: Healthy Food Vending machine business; Title/Relationship: Owner/Managing with kids; Start Date: 07/28/2023; Hours per Month: 30 minutes/week per machine (5 machines). Duties: This is a healthy food vending machine business started with his kids. They will own 5 machines and will be ordering and restocking vending foods.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-24