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Katherine Barrett Fries

Beacon Pointe Advisors, LLC

Newport Beach, CA

San Deigo, 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 2025-10-16
  • CA RA
    APPROVED
    Since 2025-10-16

Branch Locations

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

San Deigo, CA • 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 Bethesda MD 01/2005 12/2022
The Family Firm Bethesda MD 01/2017 11/2025
The Family Firm Bethesda MD 08/2019 11/2025
Beacon Pointe Advisors, Llc Bethesda MD 09/2025 Present
  • 01/2005 → 12/2022
    The Family Firm
    Bethesda, MD
  • 01/2017 → 11/2025
    The Family Firm
    Bethesda, MD
  • 08/2019 → 11/2025
    The Family Firm
    Bethesda, MD
  • 09/2025 → Present
    Beacon Pointe Advisors, Llc
    Bethesda, MD
Previous Registrations
  • 2005-01-11 → 2025-11-03
    The Family Firm, Inc.
    Bethesda, MD
    Bethesda, MD
Designations
Other Names
  • Katherine Barrett Stanton
  • Kate Barrett Fries

View on SEC IAPD

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