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RIA / WealthAdvisor29 years in industry

BRUCE ALAN MEYER

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:632f92e7-0665-0376-a8f4-40fa7f0d4727

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON POINTE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 11, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 11, 1997
First registration: Jan 14, 2002
Dual registered: no
Other names: BRUCE A MEYER
IAPD individual key: 2900514

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	May 6, 2020	n/a	yes	SCOTTSDALE, AZ\|NEWPORT BEACH, CA	Current employment
BEACON POINTE WEALTH ADVISORS, LLC	Former SEC adviser	Mar 24, 2011	Apr 27, 2020	no	NEWPORT BEACH, CA\|SCOTTSDALE, AZ	Previous registration
COPPERWYND FINANCIAL	Former SEC adviser	Apr 16, 2007	Jun 28, 2007	no	SCOTTSDALE, AZ	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 9, 2005	Mar 14, 2011	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Oct 23, 2003	Jun 2, 2005	no	PHOENIX, AZ	Previous registration
THE ADVISORS GROUP, INC.	n/a	Jan 14, 2002	Sep 16, 2003	no	PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON POINTE WEALTH ADVISORS, LLC	BEACON POINTE ADVISORS, LLC	Apr 27, 2020	May 6, 2020	9	Bulk transfer	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	COPPERWYND FINANCIAL	Mar 14, 2011	Apr 16, 2007	-1,428	Firm change after gap	Other
COPPERWYND FINANCIAL	BEACON POINTE WEALTH ADVISORS, LLC	Jun 28, 2007	Mar 24, 2011	1,365	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jun 2, 2005	Jun 9, 2005	7	Firm change	Other
THE ADVISORS GROUP, INC.	NEW ENGLAND SECURITIES CORPORATION	Sep 16, 2003	Oct 23, 2003	37	Firm change	Other

Relationships

Registered with (6)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
May 6, 2020 to presentfactForm ADV
→ BEACON POINTE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 24, 2011 to Apr 27, 2020factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 9, 2005 to Mar 14, 2011factForm ADV
→ COPPERWYND FINANCIALRegistered adviserregistration: previous registration
Apr 16, 2007 to Jun 28, 2007factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 23, 2003 to Jun 2, 2005factForm ADV
→ THE ADVISORS GROUP, INC.Registered adviserregistration: previous registration
Jan 14, 2002 to Sep 16, 2003factForm ADV

Dated events

No dated event names this entity yet.