Kelley Lynn Obrien

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

• 02/2023 → 04/2024
  Beacon Pointe Advisors, Llc
  Bala Cynwyd, PA
• 09/2021 → 02/2023
  Grant Thornton Llp
  Philadelphia, PA
• 05/2018 → 08/2021
  Drexel University
  Philadelphia, PA
• 06/2011 → 05/2018
  Pricewaterhouse Coopers Llp
  Philadelphia, PA
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  Bala Cynwyd, PA
• 04/2024 → 03/2026
  Beacon Pointe Advisors, Llc
  Bala Cynwyd, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-07

Designations

• Certified Financial Planner

Other Names

• Kelley Lynn Jefferson
• Kelley Lynn Obrien
• Kelley Obrien
• Kelley Lynn O'BRien