Ryan Kevin Leahy

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-04-09