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John Robert Gerling

Beacon Pointe Advisors, LLC

Bloomfield Hills, MI

Newport Beach, CA

CRD 6306318

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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
MI RA APPROVED 2022-12-22
  • MI RA
    APPROVED
    Since 2022-12-22

Branch Locations

40900 Woodward Ave, Ste 330, Bloomfield Hills, MI 48304 • 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
Fsc Securities Corporation Bloomfield Hills MI 02/2014 12/2022
Michigan Financial Advisors Corp Bloomfield Hills MI 01/2014 12/2022
Beacon Pointe Advisors, Llc Bloomfield Hills MI 12/2022 04/2024
Beacon Pointe Advisors, Llc Bloomfield Hills MI 04/2024 Present
  • 02/2014 → 12/2022
    Fsc Securities Corporation
    Bloomfield Hills, MI
  • 01/2014 → 12/2022
    Michigan Financial Advisors Corp
    Bloomfield Hills, MI
  • 12/2022 → 04/2024
    Beacon Pointe Advisors, Llc
    Bloomfield Hills, MI
  • 04/2024 → Present
    Beacon Pointe Advisors, Llc
    Bloomfield Hills, MI
Previous Registrations
  • 2021-11-24 → 2022-12-05
    Fsc Securities Corporation
    Skokie, IL
    Bloomfield Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-22
S63 Uniform Securities Agent State Law Examination 2020-03-13
  • S65 Uniform Investment Adviser Law Examination
    2021-11-22
  • S63 Uniform Securities Agent State Law Examination
    2020-03-13

View on SEC IAPD

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Nearby Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman

Nearby Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI

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