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Margaret Ann Dolan

Beacon Pointe Advisors, LLC

Newport Beach, CA

Newton, MA

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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

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

134 Rumford Ave Suite 203, Newton, MA 02466 • 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
Rosenblum Silverman Sutton Sf Inc San Francisco CA 12/2013 05/2021
Financial Planning Solutions, Llc Newton MA 04/2022 01/2026
Unemployed Cambridge MA 05/2021 04/2022
Beacon Pointe Advisors, Llc Newton MA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-18
S63 Uniform Securities Agent State Law Examination 1992-06-30
  • S65 Uniform Investment Adviser Law Examination
    2015-12-18
  • S63 Uniform Securities Agent State Law Examination
    1992-06-30
Other Names
  • Maggie A. Dolan

View on SEC IAPD

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