Unclaimed Profile

Chitra Raghavan Staley

BEACON POINTE WEALTH ADVISORS, LLC·NEWPORT BEACH, California

Series 65Clean record25 years registeredBEACON POINTE WEALTH ADVISORS, LLC

24 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA 92660CRD# 727441Firm CRD# 151328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chitra Raghavan Staley · NEWPORT BEACH, CA

Registration

CRD #727441 · BEACON POINTE WEALTH ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

TPW FINANCE LLC

Jan 2025 – present

BEACON POINTE ADVISORS, LLC

Jan 2016 – Jul 2021

WALTHAM, MA

BEACON POINTE WEALTH ADVISORS, LLC

Jan 2016 – Apr 2020

WALTHAM, MA

TPW FINANCIAL

Sep 2004 – Nov 2015

NEWTON, MA

MINTZ LEVIN FINANCIAL ADVISORS LLC

Jan 2001 – Oct 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON POINTE WEALTH ADVISORS, LLC

CRD 151328 · SEC 801-70550

AUM

$3.2B

Regulatory assets under management

Employees

103

9,591 client accounts

Services offered by BEACON POINTE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON POINTE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Chitra Raghavan Staley offer?

Chitra Raghavan Staley specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Chitra Raghavan Staley's credentials?

Chitra Raghavan Staley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chitra Raghavan Staley located?

Chitra Raghavan Staley is based in NEWPORT BEACH, California, working with BEACON POINTE WEALTH ADVISORS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Chitra Raghavan Staley charge for services?

Chitra Raghavan Staley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEACON POINTE WEALTH ADVISORS, LLC?

BEACON POINTE WEALTH ADVISORS, LLC has approximately 103 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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