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Brendan Walter Gybbon Spilsbury

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
NH RA APPROVED 2026-01-22
MA RA APPROVED 2026-01-02
  • NH RA
    APPROVED
    Since 2026-01-22
  • MA RA
    APPROVED
    Since 2026-01-02

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 10/2018 02/2022
Union College Schenectady NY 09/2014 09/2018
Sensible Financial Planning And Management, Llc Waltham MA 03/2022 09/2025
Beacon Pointe Advisors, Llc Waltham MA 10/2025 Present
  • 10/2018 → 02/2022
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 09/2014 → 09/2018
    Union College
    Schenectady, NY
  • 03/2022 → 09/2025
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 10/2025 → Present
    Beacon Pointe Advisors, Llc
    Waltham, MA
Previous Registrations
  • 2020-10-06 → 2025-10-28
    Sensible Financial Planning And Management, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-19
  • S65 Uniform Investment Adviser Law Examination
    2020-08-19
Designations
Other Names
  • Brendan Spilsbury

View on SEC IAPD

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