Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 1388011
Beacon Pointe Advisors, LLC CRD 119290
$54.9B regulatory AUM 265 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-16 |
| NY | RA | APPROVED | 2025-08-29 |
Branch Locations
2 Jericho Plaza, Jericho, NY 11753 • United States
Palm Beach Gardens, FL • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Jericho | NY | 03/2008 | 01/2018 |
| City National Bank | Jericho | NY | 03/2017 | 12/2017 |
| Amore Ambro | Jericho | NY | 12/2017 | 08/2025 |
| Beacon Pointe Advisors, Llc | Jericho | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-03 |
Reach out to this advisor