Lucas Deslauriers

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

• 07/2020 → 07/2020
  Morgan Stanley
  New York, NY
• 06/2021 → 03/2026
  The Financial Advisors, Llc
  Andover, MA
• 06/2016 → 05/2017
  House Of Pizza Jamestown
  Jamestown, RI
• 08/2013 → 06/2017
  North Kingstown High School
  North Kingstown, RI
• 06/2017 → 08/2017
  Wheelhouse
  Narragansett, RI
• 05/2018 → 08/2018
  Simpatico Jamestown
  Jamestown, RI
• 05/2019 → 08/2019
  Newport Gulls Baseball Club
  Newport, RI
• 08/2017 → 05/2021
  Bentley University
  Waltham, MA
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Andover, MA

Previous Registrations

• 2023-06-30 → 2026-03-12
  The Financial Advisors, Llc
  Andover, MA

Designations

• Certified Financial Planner