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Andrew Lane Stern

Beacon Pointe Advisors, LLC

Newport Beach, CA

Bridgehampton, NY

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-27
  • NY RA
    APPROVED
    Since 2023-04-27

Branch Locations

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

2488 Montauk Highway, Bridgehampton, NY 11937 • 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
Purshe Kaplan Sterling Investments Albany NY 07/2016 12/2017
York Bridge Wealth Partners Bridgehampton NY 07/2016 04/2023
Beacon Pointe Advisors Bridgehampton NY 04/2023 Present
  • 07/2016 → 12/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2016 → 04/2023
    York Bridge Wealth Partners
    Bridgehampton, NY
  • 04/2023 → Present
    Beacon Pointe Advisors
    Bridgehampton, NY
Previous Registrations
  • 2020-03-10 → 2023-04-21
    Yorkbridge Wealth Partners, Llc
    Bridgehampton, NY
    New York, NY
  • 2014-06-02 → 2016-10-06
    Lebenthal Wealth Advisors, Llc
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-11-18
  • S63 Uniform Securities Agent State Law Examination
    2000-11-18

View on SEC IAPD

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