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Aimee Plouffe Polley

Beacon Pointe Advisors, LLC

Newport Beach, CA

Waltham, MA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-04
  • MA RA
    APPROVED
    Since 2025-11-04

Branch Locations

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

203 Crescent St Suite 404, Waltham, MA 02453 • 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 08/2021 02/2023
Journey Wealth Partners Concord MA 10/2014 08/2021
Sensible Financial Planning And Management, Llc Waltham MA 03/2023 09/2025
Beacon Pointe Advisors, Llc Waltham MA 10/2025 Present
  • 08/2021 → 02/2023
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 10/2014 → 08/2021
    Journey Wealth Partners
    Concord, MA
  • 03/2023 → 09/2025
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 10/2025 → Present
    Beacon Pointe Advisors, Llc
    Waltham, MA
Previous Registrations
  • 2021-08-31 → 2025-10-28
    Sensible Financial Planning And Management, Llc
    Waltham, MA
Designations
Other Names
  • Aimee Lynn Plouffe

View on SEC IAPD

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