Best Investors Account Sign in
Inactive

Kristopher Paul Brassard

Beacon Pointe Advisors, LLC

Waltham, MA

Newport Beach, CA

CRD 6218535

Claim This Profile
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:

Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-16
  • MA RA
    APPROVED
    Since 2026-04-16

Branch Locations

400 Totten Pond Road Suite 220, Waltham, MA 02451 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eaton Vance Management Boston MA 11/2015 04/2026
Eaton Vance Distributors, Inc. Salem MA 11/2015 04/2026
Beacon Pointe Advisors, Llc Waltham MA 04/2026 Present
Previous Registrations
Other Businesses

Brassard Properties; Investment related: No; Address: Barre, VT, 05641; Nature of Business: Long term rental property; Position/Title: Owner, Sole Proprietor; Start date: 08/09/2025; 0 HRS/MO during trading hours; 20 HRS/MO; Duties: rent collection, maintenance and property management, lease agreements, etc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-20
S63 Uniform Securities Agent State Law Examination 2013-09-23
  • S65 Uniform Investment Adviser Law Examination
    2013-11-20
  • S63 Uniform Securities Agent State Law Examination
    2013-09-23

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Waltham, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor