Investment adviser representative · Beacon Pointe Advisors, LLC
Sally W. Ng
CRD 1915190 · Newport Beach, CA
At a glance
Sally W. Ng is an investment adviser representative with Beacon Pointe Advisors, LLC in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sally’s SEC record dates to 1999, about 27 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Beacon Pointe Advisors, LLCSince July 2025Newport Beach, CA · $55B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sally’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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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.