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Frank Carmine Napolitano

Beacon Pointe Advisors, LLC

San Diego, CA

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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-14
  • CA RA
    APPROVED
    Since 2025-10-14

Branch Locations

600 B St, Suite 300, San Diego, CA 92101 • 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
Sensible Financial Planning And Management, Llc Waltham MA 01/2015 09/2025
Beacon Pointe Advisors, Llc San Diego CA 10/2025 Present
  • 01/2015 → 09/2025
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 10/2025 → Present
    Beacon Pointe Advisors, Llc
    San Diego, CA
Previous Registrations
  • 2012-06-26 → 2025-10-28
    Sensible Financial Planning And Management, Llc
    Waltham, MA
    San Diego, CA
    San Diego, CA
  • 2011-07-26 → 2012-04-10
    Morgan Stanley
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-25
  • S66 Uniform Combined State Law Examination
    2011-07-25
Designations

View on SEC IAPD

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