Flynn Thomas Mcdonnell

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

• 06/2016 → 09/2018
  Fti Consulting
  Washington, DC
• 12/2018 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Boston, MA
• 12/2018 → 03/2020
  Beacon Pointe Advisors, Llc
  Boston, MA
• 04/2020 → Present
  Beacon Pointe Advisors, Llc
  Waltham, MA

Previous Registrations

• 2019-02-21 → 2020-04-27
  Beacon Pointe Wealth Advisors, Llc
  Waltham, MA
  Newport Beach, CA
• 2009-12-04 → 2015-08-24
  F-Squared Investments, Inc
• 2008-01-18 → 2009-11-12
  Tfc Financial Management Inc
  Boston, MA
• 2000-01-05 → 2009-04-09
  Strategic Advisers Llc
  Framingham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1999-02-01