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Richard Donald Fine

Beacon Pointe Advisors, LLC

Waltham, MA

Newport Beach, CA

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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 2025-10-15
TX RA APPROVED 2025-10-02
  • MA RA
    APPROVED
    Since 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-02

Branch Locations

203 Crescent Street, Suite 404, Waltham, MA 02453 • 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
Sensible Financial Planning And Management, Llc Cambridge MA 09/2003 01/2017
Sensible Financial Planning And Management, Llc Waltham MA 01/2017 03/2026
Beacon Pointe Advisors, Llc Waltham MA 10/2025 Present
  • 09/2003 → 01/2017
    Sensible Financial Planning And Management, Llc
    Cambridge, MA
  • 01/2017 → 03/2026
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 10/2025 → Present
    Beacon Pointe Advisors, Llc
    Waltham, MA
Previous Registrations
  • 2008-08-21 → 2026-03-06
    Sensible Financial Planning And Management, Llc
    Waltham, MA
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-08
  • S65 Uniform Investment Adviser Law Examination
    2008-08-08
Designations
Other Names
  • Rick Fine

View on SEC IAPD

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