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Investment adviser representative · Beacon Pointe Advisors, LLC

Leigh T. Moglia

CRD 5326620 · New York, NY

At a glance

Leigh T. Moglia is an investment adviser representative with Beacon Pointe Advisors, LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leigh’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.

Current advisory firm

SEC adviser record

Registered since
2011 (15 years)
Designations
Certified Financial Planner, Chartered Financial Analyst
Exams
Series 63, Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Leigh’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
4 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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