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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-06
LA RA APPROVED 2022-09-12
  • TX RA
    APPROVED
    Since 2025-03-06
  • LA RA
    APPROVED
    Since 2022-09-12

Branch Locations

3421 N Causeway Blvd Suite 800, Metairie, LA 70002 • 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
Beacon Pointe Advisors, Llc Metairie LA 05/2026 Present
Michel Legrand Metairie LA 02/2016 08/2022
Northwestern Mutual Investment Services Llc Metairie LA 02/2016 08/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2016 08/2022
Beacon Pointe Advisors, Llc Metairie LA 09/2022 05/2026
Beacon Pointe Insurance Services, Llc Metairie LA 09/2022 Present
Previous Registrations
Other Businesses

(1) BEACON POINTE INSURANCE SERVICES, LLC ; Not INVESTMENT -RELATED; ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660; NATURE OF BUSINESS: Insurance Agency; POSITION/TITLE: Agent; START DATE: 9/8/2022; HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. ; DUTIES: Sale of insurance products (life/health/accident) (2) St Aloysius Century Foundation; Investment related; Address: 4401 Elysian Fields Ave, New Orleans, LA 70122; Nature of Business: St Aloysius Century Foundation manages foundation money that is ultimately used to help fund projects to help better Brother Martin High School. ; Role/Title: Board Member ; Start date: 07/01/2026; 1 HR/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Board member that will help make decisions on how to manage and disburse the St Aloysius Century Foundation money.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-26
S63 Uniform Securities Agent State Law Examination 2008-08-29
  • S65 Uniform Investment Adviser Law Examination
    2011-05-26
  • S63 Uniform Securities Agent State Law Examination
    2008-08-29
Designations
Other Names
  • Scott Schneider
  • Scott Anthony Schneider

View on SEC IAPD

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