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Shannon Eusey

Chairman at Beacon Pointe Advisors

Investment adviser registrationNewport Beach, CASEC record checked 17 October 2026

13
Years in the industry
13
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Shannon Eusey is Chairman of Beacon Pointe Advisors, LLC, a Newport Beach investment adviser managing $54.9B. Shannon Eusey has been registered through Beacon Pointe Advisors since 1 April 2013, has 13 years in the industry across 1 firm and has passed the Series 2, Series 63 and Series 65.

Role at Beacon Pointe Advisors

Title on Schedule A
Chairman
Control
Shannon Eusey is a control person of Beacon Pointe Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Shannon Eusey 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

Shannon Eusey has been registered through Beacon Pointe Advisors since April 2013.

Firms and exams, newest first
  1. Beacon Pointe Advisors, LLCCurrent
    – present · 14 years
    Newport Beach, CA · Adviser representative · Firm CRD 119290
  2. Passed Series 65 · 2013
  3. Passed Series 2 and Series 63 · 1994

Registrations and exams

Shannon Eusey has a current investment-adviser registration in California and has passed 3 qualifying exams.

California1 April 2013
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6529 March 2013
Name
Uniform Investment Adviser Law Examination
Series 6315 November 1994
Name
Uniform Securities Agent State Law Examination
Series 218 July 1994
Name
Non-Member General Securities Examination

Individual record

Full name
Shannon Flint Eusey
CRD
2521647
Firm
Beacon Pointe Advisors, LLC
Registration status
Investment adviser registration
Office
24 CORPORATE PLAZA, SUITE 150, Newport Beach, CA 92660
Firm bio
beaconpointe.com

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

Background

Beacon Pointe describes Shannon Eusey as its co-founder and chair, and says she co-founded the firm in 2002. Official firm biography

Education

Common questions

Where does Shannon Eusey work?

Shannon Eusey has been Chairman 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

Is Shannon Eusey a financial advisor?

Yes. Shannon Eusey has a current investment-adviser registration in California, through Beacon Pointe Advisors since April 2013, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Shannon Eusey have?

Shannon Eusey has worked in the financial industry for 13 years as of 17 October 2026, counted from 31 March 2013, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Shannon Eusey passed?

Shannon Eusey has passed 3 licensing exams: the Series 2, Series 63 and Series 65. The earliest, the Series 2, was passed in July 1994.

Source: IAPD individual record, checked 17 October 2026

Where is Shannon Eusey based?

Shannon Eusey’s registered office is in Newport Beach, CA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Beacon Pointe Advisors

Sources

  1. IAPD individual record, CRD 2521647. 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.
  3. Beacon Pointe Advisors team page. Biography, education, credentials, awards.

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 Shannon Eusey 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.