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Ryan Kevin Leahy

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 2025-04-29
  • MA RA
    APPROVED
    Since 2025-04-29

Branch Locations

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

400 Totten Pond Rd Suite 220, Waltham, MA 02451 • 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
Fidelity Investments New Haven CT 06/2023 09/2023
Ct Wealth Management Farmington CT 05/2023 06/2023
Providence College Providence RI 09/2022 05/2023
Fidelity Investments Boston MA 06/2022 09/2022
Providence College Providence RI 09/2020 06/2022
Choate Rosemary Hall Wallingofrd CT 09/2017 09/2020
Xavier High School Middletown CT 09/2014 09/2017
Providence College Providence RI 09/2023 09/2023
Beacon Pointe Advisors Llc Waltham MA 09/2023 Present
  • 06/2023 → 09/2023
    Fidelity Investments
    New Haven, CT
  • 05/2023 → 06/2023
    Ct Wealth Management
    Farmington, CT
  • 09/2022 → 05/2023
    Providence College
    Providence, RI
  • 06/2022 → 09/2022
    Fidelity Investments
    Boston, MA
  • 09/2020 → 06/2022
    Providence College
    Providence, RI
  • 09/2017 → 09/2020
    Choate Rosemary Hall
    Wallingofrd, CT
  • 09/2014 → 09/2017
    Xavier High School
    Middletown, CT
  • 09/2023 → 09/2023
    Providence College
    Providence, RI
  • 09/2023 → Present
    Beacon Pointe Advisors Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-09
  • S65 Uniform Investment Adviser Law Examination
    2025-04-09

View on SEC IAPD

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