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Kelsey Lynn Winters

Beacon Pointe Advisors, LLC

Falls Church, VA

Newport Beach, CA

CRD 8192817

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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
VA RA APPROVED 2025-11-19
  • VA RA
    APPROVED
    Since 2025-11-19

Branch Locations

7651 Leesburg Pike, Falls Church, VA 22043 • 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
Clear Edge It Solutions Jessup MD 06/2022 08/2022
Baltimore-Washington Financial Advisors Columbia MD 06/2023 08/2023
Christopher Newport University Newport News VA 08/2023 04/2024
Hemington Wealth Management Falls Church VA 08/2024 11/2025
Beacon Pointe Advisors, Llc Falls Church VA 11/2025 Present
Full-Time Student Edgewater MD 08/2015 05/2019
Christopher Newport University Newport News VA 05/2019 05/2024
  • 06/2022 → 08/2022
    Clear Edge It Solutions
    Jessup, MD
  • 06/2023 → 08/2023
    Baltimore-Washington Financial Advisors
    Columbia, MD
  • 08/2023 → 04/2024
    Christopher Newport University
    Newport News, VA
  • 08/2024 → 11/2025
    Hemington Wealth Management
    Falls Church, VA
  • 11/2025 → Present
    Beacon Pointe Advisors, Llc
    Falls Church, VA
  • 08/2015 → 05/2019
    Full-Time Student
    Edgewater, MD
  • 05/2019 → 05/2024
    Christopher Newport University
    Newport News, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13

View on SEC IAPD

Nearby Firms

INVESTMENT & RESOURCE PLANNING
ADVISORS FINANCIAL, INC.
WORLD INVESTMENT ADVISORS, LLC

Nearby Investors

DEBORAH MARY MARSON
SUSAN L WARREN
NABIH GEORGE NABTI

Nearby Offices

INVESTMENT & RESOURCE PLANNING · FALLS CHURCH, VA
ADVISORS FINANCIAL, INC. · FALLS CHURCH, VA
WORLD INVESTMENT ADVISORS, LLC · Reston, VA

More in Falls Church, VA

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