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Stacy Kelly Bakri

Beacon Pointe Advisors, LLC

Newport Beach, CA

Bethesda, MD

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-23
  • MD RA
    APPROVED
    Since 2025-09-23

Branch Locations

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

4800 Hampden Ln, Suite 520, Bethesda, MD 20814 • 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
The Family Firm, Inc. Bethesda MD 03/2007 09/2025
The Family Firm Bethesda MD 01/2023 09/2025
Beacon Pointe Advisors, Llc Bethesda MD 09/2025 Present
Beacon Pointe Insurance Services, Llc Bethesda MD 09/2025 11/2025
  • 03/2007 → 09/2025
    The Family Firm, Inc.
    Bethesda, MD
  • 01/2023 → 09/2025
    The Family Firm
    Bethesda, MD
  • 09/2025 → Present
    Beacon Pointe Advisors, Llc
    Bethesda, MD
  • 09/2025 → 11/2025
    Beacon Pointe Insurance Services, Llc
    Bethesda, MD
Previous Registrations
  • 2007-07-17 → 2025-11-03
    The Family Firm, Inc.
    Bethesda, MD
  • 2001-01-22 → 2007-02-12
    Charles Schwab & Co., Inc.
    Gaithersburg, MD
    Gaithersburg, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-29
  • S66 Uniform Combined State Law Examination
    2000-06-29
Designations
Other Names
  • Stacy Leigh Kelly
  • Stacy Leigh Bakri

View on SEC IAPD

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