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Marie Elizabeth St. Clare

Beacon Pointe Advisors, LLC

Waltham, MA

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
NH RA APPROVED 2025-10-15
  • NH RA
    APPROVED
    Since 2025-10-15

Branch Locations

203 Crescent St Suite 404, Waltham, MA 02453 • 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 08/2020 03/2023
Skeffington Family Nanny Chestnut Hill MA 06/2017 08/2020
Wellesley College Wellesley MA 09/2013 06/2017
Sensible Financial Planning And Management, Llc Waltham MA 03/2023 09/2025
Beacon Pointe Advisors, Llc Waltham MA 10/2025 Present
  • 08/2020 → 03/2023
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 06/2017 → 08/2020
    Skeffington Family Nanny
    Chestnut Hill, MA
  • 09/2013 → 06/2017
    Wellesley College
    Wellesley, MA
  • 03/2023 → 09/2025
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 10/2025 → Present
    Beacon Pointe Advisors, Llc
    Waltham, MA
Previous Registrations
  • 2020-11-09 → 2025-10-28
    Sensible Financial Planning And Management, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-31
  • S65 Uniform Investment Adviser Law Examination
    2020-10-31
Designations
Other Names
  • Shanti Van Vuuren

View on SEC IAPD

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