Sean Thomas Lamb

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

• 02/2014 → 04/2021
  Creative Planning
  Fort Lauderdale, FL
• 04/2021 → 11/2021
  Spotlight Asset Group
  Oakbrook, IL
• 11/2021 → Present
  Beacon Pointe Advisors, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2021-06-22 → 2021-11-18
  Spotlight Asset Group
  Oakbrook Terrace, IL
  Fort Lauderdale, FL
• 2014-03-26 → 2021-05-03
  Creative Planning
  Fort Lauderdale, FL
  Overland Park, KS
• 2009-08-06 → 2014-03-28
  Charles Schwab & Co., Inc.
  Boca Raton, FL
• 2003-02-27 → 2009-07-23
  Equitable Advisors, Llc
  Boca Raton, FL
  Boca Raton, FL
• 2002-05-02 → 2002-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Somerset, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-13
• S63 Uniform Securities Agent State Law Examination
  2001-01-24

Designations

• Certified Financial Planner