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Inactive

Connor Raymond Morie

Beacon Pointe Advisors, LLC

Roseland, NJ

Newport Beach, CA

CRD 8163136

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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
NJ RA APPROVED 2026-01-21
  • NJ RA
    APPROVED
    Since 2026-01-21

Branch Locations

103 Eisenhower Pkwy, Roseland, NJ 07068 • United States

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
Beacon Pointe Advisors, Llc Roseland NJ 09/2025 Present
Indiana University Bloomington IN 08/2021 05/2025
Ieee Piscataway NJ 05/2024 08/2024
Freehold Recreational Summer Camp Freehold NJ 06/2018 08/2023
Full-Time Student Freehold NJ 09/2015 06/2018
Unemployed Freehold NJ 05/2025 08/2025
  • 09/2025 → Present
    Beacon Pointe Advisors, Llc
    Roseland, NJ
  • 08/2021 → 05/2025
    Indiana University
    Bloomington, IN
  • 05/2024 → 08/2024
    Ieee
    Piscataway, NJ
  • 06/2018 → 08/2023
    Freehold Recreational Summer Camp
    Freehold, NJ
  • 09/2015 → 06/2018
    Full-Time Student
    Freehold, NJ
  • 05/2025 → 08/2025
    Unemployed
    Freehold, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-14
  • S65 Uniform Investment Adviser Law Examination
    2026-01-14

View on SEC IAPD

Nearby Firms

KENSINGTON FINANCIAL ADVISORS LLC
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC
EMPOWERED RETIREMENT, INC.

Nearby Investors

DAVID A. FUHRMAN
CHERYL LEE WERBELOFF
JOHN PETER PAPA

Nearby Offices

KENSINGTON FINANCIAL ADVISORS LLC · ROSELAND, NJ
DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC · ROSELAND, NJ
EMPOWERED RETIREMENT, INC. · ROSELAND, NJ

More in Roseland, NJ

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