Liam James Rooney
Investment adviser representative at Beacon Pointe Advisors, LLC
13 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
13 years in the industry.
- Beacon Pointe Advisors, LLCMay 2025 to now
- Digital MassApr 2024 to Feb 2025
- Osu SolutionsMay 2023 to Apr 2024
- Digital MassApr 2020 to Apr 2023
- Frank Recruitment GroupJul 2017 to Apr 2020
- Denison UniversitySep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8149742
- Firm CRD
- 119290