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Matthew Cooper

Chief Executive Officer at Beacon Pointe Advisors

No current adviser or broker registrationSEC record checked 17 October 2026

2
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Matthew Cooper is Chief Executive Officer of Beacon Pointe Advisors, LLC, a Newport Beach investment adviser managing $54.9B. Matthew Cooper has past investment-adviser registrations through 2 firms and has passed 5 licensing exams.

Role at Beacon Pointe Advisors

Title on Schedule A
Chief Executive Officer
Control
Matthew Cooper is a control person of Beacon Pointe Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Matthew Cooper has held the filed role since May 2026.

The firm

Beacon Pointe Advisors, LLC
Newport Beach, CA

Form ADV filed 31 August 2026

$54.9B AUM29,929 clients440 advisers92 offices

Career on record

Firms and exams, newest first
  1. Beacon Pointe Wealth Advisors, LLC
    – · 9 years
    Newport Beach, CA · Adviser representative · Firm CRD 151328
  2. Beacon Pointe Advisors, LLC
    – · 24 years
    Plano, TX · Adviser representative · Firm CRD 119290
  3. Passed Series 24 and Series 65 · 1999
  4. Passed Series 7 · 1998
  5. Passed Series 63 and Series 6 · 1992

Registrations and exams

No current adviser or broker registration. Matthew Cooper has passed 5 qualifying exams.

Examinations

Series 6529 June 1999
Name
Uniform Investment Adviser Law Examination
Series 6310 April 1992
Name
Uniform Securities Agent State Law Examination
Series 243 February 1999
Name
General Securities Principal Examination
Series 719 August 1998
Name
General Securities Representative Examination
Series 610 April 1992
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Matthew Baird Cooper
CRD
2207087
Firm
Beacon Pointe Advisors, LLC
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Matthew Cooper work?

Matthew Cooper has been Chief Executive Officer of Beacon Pointe Advisors, LLC since May 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 August 2026

Does Matthew Cooper have a current investment-adviser registration?

Matthew Cooper has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Matthew Cooper passed?

Matthew Cooper has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 24 and Series 65. The earliest, the Series 63, was passed in April 1992.

Source: IAPD individual record, checked 17 October 2026

Where was Matthew Cooper previously registered as an investment adviser?

Matthew Cooper has past investment-adviser registrations through Beacon Pointe Wealth Advisors, LLC, April 2011 to April 2020; Beacon Pointe Advisors, LLC, June 2002 to May 2026, across 2 firms.

Source: IAPD individual record, checked 17 October 2026

Leadership at Beacon Pointe Advisors

Sources

  1. IAPD individual record, CRD 2207087. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Beacon Pointe Advisors, LLC, filed 31 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Matthew Cooper or Beacon Pointe Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.