Best Investors Account Sign in
Inactive

Michael Alexander Gonzalez

Beacon Pointe Advisors, LLC

Newport Beach, CA

Bala Cynwyd, PA

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-25
PA RA APPROVED 2020-06-01
  • TX RA
    APPROVED_RES
    Since 2025-03-25
  • PA RA
    APPROVED
    Since 2020-06-01

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004 • 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
Sei Investments Management Corporation Oaks PA 10/2018 01/2020
Sei Investments Oaks PA 07/2016 10/2018
Beacon Pointe Wealth Advisors, Llc Bala Cynwyd PA 01/2020 03/2020
Beacon Pointe Advisors, Llc Bala Cynwyd PA 04/2020 04/2023
Beacon Pointe Advisors, Llc Bala Cynwyd PA 04/2023 Present
  • 10/2018 → 01/2020
    Sei Investments Management Corporation
    Oaks, PA
  • 07/2016 → 10/2018
    Sei Investments
    Oaks, PA
  • 01/2020 → 03/2020
    Beacon Pointe Wealth Advisors, Llc
    Bala Cynwyd, PA
  • 04/2020 → 04/2023
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, PA
  • 04/2023 → Present
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-25
  • S65 Uniform Investment Adviser Law Examination
    2018-01-25
Designations
Other Names
  • Michael Gonzalez

View on SEC IAPD

Other Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC
RESEARCH AFFILIATES
PAAMCO PRISMA, LLC
COMPOSITION WEALTH, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor