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Amy Adele Manley

Amy A. Manley

Some features on this profile are disabled
CRD#: 6091574
Amy Adele Manley

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Amy Adele Manley, CFP®, who also goes by Amy Adele Green, Amy A Manley, was a registered financial professional .

Amy is a previously registered financial professional and started their career in finance in 2012. Amy had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amy Adele Green | Amy A Manley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Past

August 12, 2025 - January 9, 2026

BEACON POINTE ADVISORS, LLC

RIA
CRD#: 119290
NEWPORT BEACH, CA
Past

March 7, 2023 - July 30, 2025

BEST LIFE FINANCIAL PLANNING, LLC

RIA
CRD#: 323628
NAPLES, FL
Past

July 19, 2017 - August 16, 2022

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
Naples, FL
Past

July 18, 2017 - August 16, 2022

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Naples, FL
Past

August 1, 2014 - July 3, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
NAPLES, FL
Past

July 31, 2014 - July 3, 2017

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
NAPLES, FL
Past

June 5, 2013 - January 8, 2014

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
TAMPA, FL
Past

April 5, 2013 - January 8, 2014

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
BONITA SPRINGS, FL
Past

August 28, 2012 - March 1, 2013

EDWARD JONES

RIA
CRD#: 250
NAPLES, FL
Past

August 8, 2012 - March 1, 2013

EDWARD JONES

BD
CRD#: 250
NAPLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BEACON POINTE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC | BEACON POINTE INSURANCE SERVICES, LLC

CRD#: 119290 / SEC#: 801-60943

RIA
Registered Investment Advisory firm - (2/20/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/7/2012
General Securities Representative Examination

Current Firm

BP
BEACON POINTE ADVISORS, LLC
BEACON POINTE ADVISORS, LLC | BEACON POINTE INSURANCE SERVICES, LLC

CRD#: 119290 / SEC#: 801-60943

RIA
Registered Investment Advisory firm - (2/20/2002 Approved)
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Contact information

Main Address
24 Corporate Plaza Suite 150, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 718-1600
Established
Firm type
Fiscal year end
# of Employees
600

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON POINTE ADVISORS, LLC FORM ADV PART 2 - APPENDIX 1 (3/31/2025)
BEACON POINTE ADVISORS, LLC FORM ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts54,870
AUM (Assets Under Management)$ 39,839,757,384

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2025
Cover Page
Report
12/26/2024
Cover Page
Report
11/28/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BEACON POINTE ADVISORS, LLC

CRD#: 119290

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