Brian Bengry, financial advisor Newport Beach CA

Brian Bengry

CRD Number: 4003547
Current Firm: Beacon Pointe Advisors, LLC

Brian Bengry (CRD# 4003547) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Advisors Middleton, WI Jan 2024 - Current < 1
Conscious Capital Management Llc (156550 Mount Horeb, WI Feb 2011 - Jan 2024 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brian A. Bengry
Phone Number: 949-718-1600
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    23,246
    MILLIONS
  • Total Number of Accounts
    42,223
    ACCOUNTS
  • Average Account Value
    $550,547
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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