Best Investors Account Sign in
Inactive

Tzuhsuan Meng

Beacon Pointe Advisors, LLC

Campbell, CA

Newport Beach, CA

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-20
  • CA RA
    APPROVED
    Since 2026-02-20

Branch Locations

900 E Hamilton Ave Suite 120, Campbell, CA 95008 • 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 Campbell CA 01/2026 Present
Wells Fargo San Francisco CA 04/2007 12/2025
Designations
Other Names
  • Tzhusuan Meng
  • Vivian Meng

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
MONTAGE CAPITAL
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
PARK AVENUE SECURITIES LLC
FELLOWS FUND MANAGEMENT LLC
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Other Investors

CHIOU-PYING CHENG
ANTONIO JOSE DEL CASTILLO
TOMOKO KOYAMA
LAN JIN
RICHARD ABARCA
DAVID WEI-JENG CHEN
RASHMINA LALANI
DAVID NGUYEN

Other Offices

STRATEGIC ADVISERS LLC · CAMPBELL, CA
MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

More in Campbell, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor