Megan Ying Allen
Investment adviser representative at Beacon Pointe Advisors, LLC
10 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
10 years in the industry.
- Beacon Pointe Advisors, LLCJun 2026 to now
- Conifer Realty LLCJun 2024 to Aug 2025
- Ymca of Greater RochesterSep 2023 to Jun 2024
- Ymca of Greater RochesterJun 2023 to Aug 2023
- Ymca of Greater RochesterJun 2022 to Aug 2022
- University of RochesterAug 2021 to May 2026
- Ymca of Greater RochesterJun 2021 to Aug 2021
- Ymca of Greater RochesterJun 2020 to Aug 2020
- Our Lady of Mercy School for Young WomenJun 2016 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8307915
- Firm CRD
- 119290