Melisa Dobraca Iacono

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

• 03/2018 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Waltham, MA
• 04/2020 → 04/2023
  Beacon Pointe Advisors, Llc
  Waltham, MA
• 08/2014 → 02/2018
  Windrose Advisors, Llc
  Waltham, MA
• 04/2023 → Present
  Beacon Pointe Advisors, Llc
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-29

Other Names

• Melisa Dobraca