Lucia Burleigh Shah

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

• 01/2019 → 10/2022
  Carl P. Sherr & Co.
  Worcester, MA
• 09/2015 → 01/2019
  Compass Working Capital Boston
  Boston, MA
• 12/2022 → 05/2025
  Hart & Patterson Financial Group
  Amherst, MA
• 11/2023 → 02/2024
  Newton Country Day School
  Newton, MA
• 03/2024 → 05/2024
  Newton Country Day School
  Newton, MA
• 05/2025 → Present
  Beacon Pointe Advisors, Llc
  Amherst, MA
• 05/2025 → Present
  Beacon Pointe Insurance Services
  Amherst, MA

Previous Registrations

• 2023-01-04 → 2025-06-02
  Hart & Patterson Financial Group
  Amherst, MA

Other Businesses

BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 5/16/2025 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)

Designations

• Certified Financial Planner

Other Names

• Lucia Reed
• Lucia Burleigh Reed