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Melissa Ochoa

Beacon Pointe Advisors, LLC

San Jose, CA

Newport Beach, CA

CRD 7771980

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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
CA RA APPROVED 2026-03-20
  • CA RA
    APPROVED
    Since 2026-03-20

Branch Locations

50 W San Fernando St Suite 405, San Jose, CA 95113 • 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
Beacon Pointe Advisors, Llc San Jose CA 03/2021 04/2025
Wealth Design San Jose CA 05/2015 03/2021
Beacon Pointe Advisors, Llc San Jose CA 04/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-19
  • S65 Uniform Investment Adviser Law Examination
    2026-03-19

View on SEC IAPD

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