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Nathan Patrick Keeney

Beacon Pointe Advisors, LLC

Fort Lauderdale, FL

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
MD RA APPROVED 2024-06-26
  • FL RA
    APPROVED
    Since 2026-08-28
  • MD RA
    APPROVED
    Since 2024-06-26

Branch Locations

Coastal Tower 2400 East Commercial Boulevard, Suite 322, Fort Lauderdale, FL 33308 • 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 Columbia MD 02/2024 07/2026
Keeney Financial Group Columbia MD 01/2024 02/2024
Huber Engineered Woods Charlotte NC 12/2021 01/2024
Chesapeake Corporate Advisors Baltimore MD 09/2020 12/2021
John Hopkins University Baltimore MD 08/2016 09/2020
Chesapeake Corporate Advisors Baltimore MD 06/2019 09/2019
Keeney Financial Group Columbia MD 06/2018 09/2018
Turf Valley Resort Marriottsville MD 04/2016 08/2017
Beacon Pointe Advisors, Llc Fort Lauderdale FL 08/2026 Present
  • 02/2024 → 07/2026
    Beacon Pointe Advisors, Llc
    Columbia, MD
  • 01/2024 → 02/2024
    Keeney Financial Group
    Columbia, MD
  • 12/2021 → 01/2024
    Huber Engineered Woods
    Charlotte, NC
  • 09/2020 → 12/2021
    Chesapeake Corporate Advisors
    Baltimore, MD
  • 08/2016 → 09/2020
    John Hopkins University
    Baltimore, MD
  • 06/2019 → 09/2019
    Chesapeake Corporate Advisors
    Baltimore, MD
  • 06/2018 → 09/2018
    Keeney Financial Group
    Columbia, MD
  • 04/2016 → 08/2017
    Turf Valley Resort
    Marriottsville, MD
  • 08/2026 → Present
    Beacon Pointe Advisors, Llc
    Fort Lauderdale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-26
Designations

View on SEC IAPD

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