Stacy Kelly Bakri

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

• 03/2007 → 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

• S66 Uniform Combined State Law Examination
  2000-06-29

Designations

• Certified Financial Planner

Other Names

• Stacy Leigh Kelly
• Stacy Leigh Bakri