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Dillon Frederick Driscoll

Beacon Pointe Advisors, LLC

Newton, MA

Newport Beach, CA

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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 2026-01-23
  • MA RA
    APPROVED
    Since 2026-01-23

Branch Locations

134 Rumford Avenue Suite 203, Newton, MA 02466 • 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
Financial Planning Solutions, Llc Newton MA 05/2024 12/2025
Bentley University Waltham MA 09/2021 05/2025
Danvers Public Schools Danvers MA 01/2016 05/2021
Beacon Pointe Advisors, Llc Waltham MA 01/2026 Present
Manganaro Building Llc Woburn MA 05/2023 08/2023
Town Of Danvers Danvers MA 05/2021 08/2022
Market Basket Danvers MA 05/2017 12/2017
Supino's Restaurant Danvers MA 05/2019 08/2019
  • 05/2024 → 12/2025
    Financial Planning Solutions, Llc
    Newton, MA
  • 09/2021 → 05/2025
    Bentley University
    Waltham, MA
  • 01/2016 → 05/2021
    Danvers Public Schools
    Danvers, MA
  • 01/2026 → Present
    Beacon Pointe Advisors, Llc
    Waltham, MA
  • 05/2023 → 08/2023
    Manganaro Building Llc
    Woburn, MA
  • 05/2021 → 08/2022
    Town Of Danvers
    Danvers, MA
  • 05/2017 → 12/2017
    Market Basket
    Danvers, MA
  • 05/2019 → 08/2019
    Supino's Restaurant
    Danvers, MA
Previous Registrations
  • 2025-12-10 → 2025-12-31
    Financial Planning Solutions, Llc
    Auburndale, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2025-11-03

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC · Newton, MA
FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA
AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
BROOKSTONE WEALTH ADVISORS, LLC · NEWTON, MA
ASCENSUS INVESTMENT ADVISORS, LLC · NEWTON, MA
PLUM STREET ADVISORS, LLC · NEWTON, MA

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