Justin Poplawski

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

• 12/2014 → 06/2022
  Private Advisor Group, Llc
  Morristown, NJ
• 02/2015 → 08/2023
  Lpl Financial Llc
  Fairfield, NJ
• 06/2022 → 08/2023
  Bleakley Financial Group, Llc
  Fairfield, NJ
• 08/2023 → Present
  Beacon Pointe Advisors
  Fairfield, NJ

Previous Registrations

• 2022-06-27 → 2023-08-21
  Onepoint Bfg Wealth Partners
  Parsippany, NJ
• 2014-12-23 → 2022-07-20
  Private Advisor Group, Llc
  Fairfield, NJ
  Morristown, NJ
• 2011-07-14 → 2015-02-28
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ
• 2010-05-12 → 2011-02-15
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ
• 2008-06-06 → 2009-09-28
  Wells Fargo Clearing Services, Llc
  Summit, NJ
  Short Hills, NJ
  Summit, NJ
  Short Hills, NJ
  Wayne, NJ
  Summit, NJ
  Bloomingdale, NJ

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 08/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-28
• S63 Uniform Securities Agent State Law Examination
  2006-01-04

Designations

• Certified Financial Planner