Joseph Rocco Pecoraro

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

• 09/2015 → 06/2020
  Advisors Capital Management, Llc
  Ridgewood, NJ
• 08/2020 → Present
  Beacon Pointe Advisors, Llc
  Summit, NJ

Previous Registrations

• 2015-10-09 → 2020-07-21
  Advisors Capital Management, Llc
  Ridgewood, NJ
• 2014-10-07 → 2015-09-23
  Goldman Sachs Wealth Services, L.P.
  Parsippany, NJ

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)

Exams

• S66 Uniform Combined State Law Examination
  2014-09-29

Designations

• Certified Financial Planner