Niva WealthLet’s talk

Sarah Green

Chief Compliance Officer / Chief Risk Officer at Beacon Pointe Advisors

Officer record from the firm’s Form ADVForm ADV filed 31 August 2026

Sarah Green is Chief Compliance Officer / Chief Risk Officer of Beacon Pointe Advisors, LLC, a Newport Beach investment adviser.

Role at Beacon Pointe Advisors

Title on Schedule A
Chief Compliance Officer / Chief Risk Officer
Control
Sarah Green is a control person of Beacon Pointe Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Sarah Green has held the filed role since August 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

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Sarah Green is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Sarah Green
CRD
6893267
Firm
Beacon Pointe Advisors, LLC
Record basis
Form ADV officer listing

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 Sarah Green work?

Sarah Green has been Chief Compliance Officer / Chief Risk Officer of Beacon Pointe Advisors, LLC since August 2026, and is a control person of the firm.

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

Leadership at Beacon Pointe Advisors

Sources

  1. IAPD individual lookup, CRD 6893267. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Beacon Pointe Advisors, LLC, filed 31 August 2026. Title, control and ownership bands.

Retrieved 18 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 Sarah Green 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.