Margaret Ann Dolan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 05/2021
  Rosenblum Silverman Sutton Sf Inc
  San Francisco, CA
• 04/2022 → 01/2026
  Financial Planning Solutions, Llc
  Newton, MA
• 05/2021 → 04/2022
  Unemployed
  Cambridge, MA
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Newton, MA

Previous Registrations

• 2022-06-21 → 2025-12-31
  Financial Planning Solutions, Llc
  Auburndale, MA
• 2015-12-18 → 2021-05-03
  Rosenblum Silverman Sutton Sf Inc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-18
• S63 Uniform Securities Agent State Law Examination
  1992-06-30

Other Names

• Maggie A. Dolan