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Laura Elizabeth Williams

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 2025-11-13
TX RA APPROVED 2025-10-15
  • MA RA
    APPROVED
    Since 2025-11-13
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

203 Crescent Street Suite 403, 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 Waltham MA 07/2014 05/2018
Sensible Financial Planning And Management, Llc Waltham MA 06/2018 02/2022
Sensible Financial Planning And Management, Llc Waltham MA 03/2022 09/2025
Beacon Pointe Advisors, Llc Waltham MA 10/2025 Present
  • 07/2014 → 05/2018
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 06/2018 → 02/2022
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 03/2022 → 09/2025
    Sensible Financial Planning And Management, Llc
    Waltham, MA
  • 10/2025 → Present
    Beacon Pointe Advisors, Llc
    Waltham, MA
Previous Registrations
  • 2018-03-26 → 2025-10-28
    Sensible Financial Planning And Management, Llc
    Waltham, MA
Designations

View on SEC IAPD

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