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Michelle Lynn Lemay

Beacon Pointe Advisors, LLC

Waltham, MA

Newport Beach, CA

CRD 7709134

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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
RI RA APPROVED 2025-03-28
  • RI RA
    APPROVED
    Since 2025-03-28

Branch Locations

400 Totten Pond Rd Suite 220, Waltham, MA 02451 • 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
Central Valley Academy Ilion NY 03/2013 06/2017
Quadsimia New York Mills NY 10/2016 03/2017
Victoria's Secret New Hartford NY 05/2018 04/2019
Bentley University Waltham MA 06/2017 06/2021
Beacon Pointe Advisors, Llc Waltham MA 02/2021 06/2021
Beacon Pointe Advisors, Llc Waltham MA 06/2021 01/2025
Beacon Pointe Advisors, Llc Waltham MA 01/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26
Other Names
  • Shelly Lemay

View on SEC IAPD

Nearby Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS

Nearby Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE

Nearby Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA

More in Waltham, MA

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