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Michelle Holaren

Beacon Pointe Advisors, LLC

Dallas, TX

Newport Beach, CA

CRD 7515221

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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
TX RA APPROVED 2025-04-21
  • TX RA
    APPROVED
    Since 2025-04-21

Branch Locations

5960 Berkshire Lane Suite 1150, Dallas, TX 75225 • 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
Beacon Pointe Advisors, Llc Dallas TX 04/2023 Present
Beacon Pointe Advisors, Llc Dallas TX 06/2022 04/2023
Wells Fargo Advisors Dallas TX 12/2021 06/2022
Wells Fargo Private Bank Dallas TX 02/2020 12/2021
Wells Fargo Wealth Management Dallas TX 07/2018 02/2020
Wells Fargo Bank Dallas TX 05/2017 07/2018
Davinci Staffing Dallas TX 02/2016 05/2017
  • 04/2023 → Present
    Beacon Pointe Advisors, Llc
    Dallas, TX
  • 06/2022 → 04/2023
    Beacon Pointe Advisors, Llc
    Dallas, TX
  • 12/2021 → 06/2022
    Wells Fargo Advisors
    Dallas, TX
  • 02/2020 → 12/2021
    Wells Fargo Private Bank
    Dallas, TX
  • 07/2018 → 02/2020
    Wells Fargo Wealth Management
    Dallas, TX
  • 05/2017 → 07/2018
    Wells Fargo Bank
    Dallas, TX
  • 02/2016 → 05/2017
    Davinci Staffing
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-19
  • S65 Uniform Investment Adviser Law Examination
    2025-04-19
Other Names
  • Michelle Eunice Holaren

View on SEC IAPD

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