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Michael Brogan

Beacon Pointe Advisors, LLC

New York, NY

Newport Beach, CA

CRD 7530875

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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
NY RA APPROVED 2025-07-25
  • NY RA
    APPROVED
    Since 2025-07-25

Branch Locations

Rockefeller Center One Rockefeller Plaza, Suite 1030, New York, NY 10020 • 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
Suburban Propane Lp Whippany NJ 05/2011 03/2022
Goalvest Advisory New York NY 03/2022 10/2023
Beacon Pointe Advisors, Llc New York NY 10/2023 03/2026
Beacon Pointe Advisors, Llc New York NY 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-22
  • S65 Uniform Investment Adviser Law Examination
    2022-01-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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