Ryan Kevin Leahy
Investment adviser representative at Beacon Pointe Advisors, LLC
9 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Beacon Pointe Advisors, LLCSep 2023 to now
- Providence CollegeSep 2023 to Sep 2023
- Fidelity InvestmentsJun 2023 to Sep 2023
- Ct Wealth ManagementMay 2023 to Jun 2023
- Providence CollegeSep 2022 to May 2023
- Fidelity InvestmentsJun 2022 to Sep 2022
- Providence CollegeSep 2020 to Jun 2022
- Choate Rosemary HallSep 2017 to Sep 2020
- Xavier High SchoolSep 2014 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8025514
- Firm CRD
- 119290