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Robert Conover Miller

Beacon Pointe Advisors, LLC

Newport Beach, CA

Newburyport, MA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-08
NH RA APPROVED 2026-02-03
TX RA APPROVED 2026-02-03
  • MA RA
    APPROVED
    Since 2026-02-08
  • NH RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

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

75 Water Street Suite 523, Newburyport, MA 01950 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Financial Advisors, Llc Andover MA 04/1994 03/2026
Beacon Pointe Advisors, Llc Newburyport MA 01/2026 Present
Previous Registrations
  • 2008-07-10 → 2026-03-12
    The Financial Advisors, Llc
    Newburyport, MA
    Andover, MA
    Newburyport, MA
    Newburyport, MA
  • 1994-04-19 → 2008-03-14
    The Financial Advisors Llc
    Andover, MA
  • 1997-09-14 → 2005-01-18
    Independent Advisers Group Corp
    Newburyport, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-22
S63 Uniform Securities Agent State Law Examination 1994-04-25
  • S65 Uniform Investment Adviser Law Examination
    1994-12-22
  • S63 Uniform Securities Agent State Law Examination
    1994-04-25
Designations

View on SEC IAPD

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