William John Ferrell

Current Employers

Beacon Pointe Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-12-11

FL RA
APPROVED

Since 2024-12-11

Branch Locations

1400 W Fairbanks Ave, Winter Park, FL 32789 • 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

Organization	City	State	From	To
Sanford C. Bernstein & Co., Llc.	Chicago	IL	01/2020	06/2021
Ernst & Young	Orlando	FL	01/2019	01/2020
University Of Central Florida	Orlando	FL	01/2017	01/2019
University Of Central Florida	Orlando	FL	01/2013	01/2017
Goldman Sachs & Co. Llc	Chicago	IL	07/2021	11/2024
Beacon Pointe Advisors	Winter Park	FL	11/2024	Present

01/2020 → 06/2021

Sanford C. Bernstein & Co., Llc.

Chicago, IL
01/2019 → 01/2020

Ernst & Young

Orlando, FL
01/2017 → 01/2019

University Of Central Florida

Orlando, FL
01/2013 → 01/2017

University Of Central Florida

Orlando, FL
07/2021 → 11/2024

Goldman Sachs & Co. Llc

Chicago, IL
11/2024 → Present

Beacon Pointe Advisors

Winter Park, FL

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 11/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-08-11

S63 Uniform Securities Agent State Law Examination

2020-08-11

Designations

Other Names

William J Ferrell

View on SEC IAPD