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Connor Ryan Mcguire

Beacon Pointe Advisors, LLC

Newport Beach, CA

CRD 8155117

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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 2025-08-27
  • CA RA
    APPROVED
    Since 2025-08-27

Branch Locations

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
Corona Del Mar High School Newport Beach CA 08/2015 05/2018
Irvine Valley College Irvine CA 09/2018 06/2021
University Of California Irvine Irvine CA 09/2021 06/2023
Ace Hardware Newport Beach CA 04/2017 09/2017
Nekter Juice Bar Newport Beach CA 12/2018 09/2021
Beacon Pointe Advisors, Llc Newport Beach CA 04/2020 04/2023
Beacon Pointe Advisors, Llc Newport Beach CA 04/2023 06/2024
Beacon Pointe Advisors, Llc Newport Beach CA 07/2024 Present
Unemployed Newport Beach CA 05/2018 09/2018
  • 08/2015 → 05/2018
    Corona Del Mar High School
    Newport Beach, CA
  • 09/2018 → 06/2021
    Irvine Valley College
    Irvine, CA
  • 09/2021 → 06/2023
    University Of California Irvine
    Irvine, CA
  • 04/2017 → 09/2017
    Ace Hardware
    Newport Beach, CA
  • 12/2018 → 09/2021
    Nekter Juice Bar
    Newport Beach, CA
  • 04/2020 → 04/2023
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 04/2023 → 06/2024
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 07/2024 → Present
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 05/2018 → 09/2018
    Unemployed
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-05
  • S65 Uniform Investment Adviser Law Examination
    2025-08-05

View on SEC IAPD

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OCVC, LLC
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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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