Beacon Pointe Advisors, LLC is an independent, SEC-registered fiduciary wealth management and financial planning firm with a Southwest Florida regional office on Bonita Beach Road in Bonita Springs, Florida. Led locally by Partner and Managing Director Marc Steven Wolff alongside Senior Wealth Advisor Mark Demosthenes Generales, the Bonita Springs team serves retirees, business owners, and multi-generational families across Bonita Springs, Estero, Fort Myers, and southern Lee County with institutional-caliber investment management, retirement cash-flow engineering, and estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Marc Steven Wolff); Beacon Pointe Advisors Bonita Springs Office
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-60943; independent fiduciary Registered Investment Adviser operating a full-service Southwest Florida office in Bonita Springs, FL.
Issuer: SEC / FINRA
Notes: Led in Bonita Springs by Partner & Managing Director Marc Steven Wolff (CRD #2339538) and Senior Wealth Advisor Mark Demosthenes Generales (CRD #854190).
Factual details and direct answers about Beacon Pointe Advisors, LLC's services, licensing, and credentials.
What is the SEC registration number for Beacon Pointe Advisors, LLC?
Beacon Pointe Advisors, LLC is an active SEC-registered fiduciary Investment Adviser operating under CRD #119290 and SEC File #801-60943.
Who leads the Beacon Pointe Advisors office in Bonita Springs?
The Bonita Springs advisory team is led by Partner and Managing Director Marc Steven Wolff (CRD #2339538) and Senior Wealth Advisor Mark Demosthenes Generales (CRD #854190).
Where is Beacon Pointe Advisors located in Bonita Springs?
The office is located in southern Lee County at 9240 Bonita Beach Road, Suite 2211, Bonita Springs, Florida 34135, serving Bonita Springs, Estero, and Fort Myers.
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