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Melisa Dobraca Iacono

Beacon Pointe Advisors, LLC

Newport Beach, CA

Waltham, MA

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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 2021-12-23
  • MA RA
    APPROVED
    Since 2021-12-23

Branch Locations

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

400 Totten Pond Road Suite 220, Waltham, MA 02451 • 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
Beacon Pointe Wealth Advisors, Llc Waltham MA 03/2018 03/2020
Beacon Pointe Advisors, Llc Waltham MA 04/2020 04/2023
Windrose Advisors, Llc Waltham MA 08/2014 02/2018
Beacon Pointe Advisors, Llc Waltham MA 04/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-29
  • S65 Uniform Investment Adviser Law Examination
    2021-10-29
Other Names
  • Melisa Dobraca

View on SEC IAPD

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