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Nicholas Michael Colletta

Beacon Pointe Advisors, LLC

Pasadena, CA

Newport Beach, CA

CRD 7043381

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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:

Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-25
  • CA RA
    APPROVED
    Since 2024-10-25

Branch Locations

123 S Marengo Ave., Pasadena, CA 91101 • 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
K2 Financial Inc. San Dimas CA 10/2018 09/2023
Student Azusa CA 07/2009 10/2018
Bridge Advisory Llc Pasadena CA 10/2023 10/2024
Beacon Pointe Advisors Pasadena CA 10/2024 Present
  • 10/2018 → 09/2023
    K2 Financial Inc.
    San Dimas, CA
  • 07/2009 → 10/2018
    Student
    Azusa, CA
  • 10/2023 → 10/2024
    Bridge Advisory Llc
    Pasadena, CA
  • 10/2024 → Present
    Beacon Pointe Advisors
    Pasadena, CA
Previous Registrations
  • 2023-10-04 → 2024-10-31
    Bridge Advisory Llc
    Pasadena, CA
  • 2019-08-30 → 2023-09-28
    K2 Financial Inc.
    Glendora, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-30
  • S65 Uniform Investment Adviser Law Examination
    2019-08-30
Designations
  • Chartered Financial Analyst
Other Names
  • Nick Colletta

View on SEC IAPD

Nearby Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.

Nearby Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez

Nearby Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA

More in Pasadena, CA

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