Emma Moran Smith

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 10/2025
  William Blair
  Boston, MA
• 09/2016 → 05/2020
  Bentley University
  Waltham, MA
• 10/2025 → Present
  Beacon Pointe Advisors, Llc
  Denver, CO

Previous Registrations

• 2021-04-09 → 2025-10-29
  William Blair
  Chicago, IL
  Boston, MA
  Chicago, IL
  Denver, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-04-09

Designations

• Certified Financial Planner