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Chief Compliance Officer / Chief Risk Officer · Beacon Pointe Advisors, LLC

Sarah Green

CRD 6893267 · Named on Form ADV at one SEC-registered adviser

At a glance

Beacon Pointe Advisors, LLC, an SEC-registered wealth manager based in Newport Beach, CA with $54.9 billion in regulatory assets, lists Sarah Green on its Form ADV as Chief Compliance Officer / Chief Risk Officer, a control person.

Firms and roles

  • Beacon Pointe Advisors, LLCChief Compliance Officer / Chief Risk OfficerWealth manager · Newport Beach, CA · $55B in regulatory assets

AtlasMembers

Sarah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Sarah on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.