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RIA / WealthAdvisor29 years in industry

STEPHANIE F MACKARA

Advisor at BEACON POINTE ADVISORS, LLC

Mount Pleasant, SC | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:b4d2ce26-3099-c341-4f0d-79412f647def

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2008 to Sep 15, 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: Jan 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 27, 1997
First registration: Feb 8, 2008
Dual registered: no
Other names: STEFANIE F WESTERBERG|STEPHANIE FRANCES WESTERBERG|STEPHANIE FRANCES MACKARA|STEPHANIE WESTERBERG MACKARA
IAPD individual key: 2758274

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	Feb 5, 2025	n/a	yes	NEWPORT BEACH, CA\|Mount Pleasant, SC	Current employment
CHARLESTON INVESTMENT ADVISORS, LLC	Former SEC adviser	Sep 19, 2019	Dec 31, 2024	no	MT. PLEASANT, SC\|MT. PLEASANT, SC	Previous registration
FOCUS ADVISOR SOLUTIONS, LLC	Independent wealth	Jan 8, 2019	Feb 4, 2020	no	MT. PLEASANT, SC\|ST. LOUIS, MO	Previous registration
THE WEALTH MANAGEMENT ALLIANCE LLC	Former SEC adviser	Jan 24, 2014	Jan 8, 2019	no	SAN JOSE, CA	Previous registration
COWEN PRIME ADVISORS	Former SEC adviser	Aug 14, 2013	Jan 17, 2014	no	NEW YORK, NY	Previous registration
BNY MELLON ADVISORS, INC.	Bank affiliated wealth	Feb 8, 2008	Sep 12, 2011	no	NEW YORK, NY	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
CHARLESTON INVESTMENT ADVISORS, LLC	BEACON POINTE ADVISORS, LLC	Dec 31, 2024	Feb 5, 2025	36	Firm change	RIA to RIA
FOCUS ADVISOR SOLUTIONS, LLC	CHARLESTON INVESTMENT ADVISORS, LLC	Feb 4, 2020	Sep 19, 2019	-138	Firm change after gap	RIA to RIA
THE WEALTH MANAGEMENT ALLIANCE LLC	FOCUS ADVISOR SOLUTIONS, LLC	Jan 8, 2019	Jan 8, 2019	0	Firm change	RIA to ibd
COWEN PRIME ADVISORS	THE WEALTH MANAGEMENT ALLIANCE LLC	Jan 17, 2014	Jan 24, 2014	7	Firm change	Other
BNY MELLON ADVISORS, INC.	COWEN PRIME ADVISORS	Sep 12, 2011	Aug 14, 2013	702	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
301281:119290:SC:2024-12-31	Dec 31, 2024	Feb 5, 2025	MT PLEASANT, SC	Firm change
143319:301281:MO:2020-02-04	Feb 4, 2020	Sep 19, 2019	ST LOUIS, MO	Firm change after gap
169026:143319:CA:2019-01-08	Jan 8, 2019	Jan 8, 2019	SAN JOSE, CA	Firm change

Relationships

Registered with (6)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Feb 5, 2025 to presentfactForm ADV
→ CHARLESTON INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 19, 2019 to Dec 31, 2024factForm ADV
→ FOCUS ADVISOR SOLUTIONS, LLCRegistered adviserregistration: previous registration
Jan 8, 2019 to Feb 4, 2020factForm ADV
→ THE WEALTH MANAGEMENT ALLIANCE LLCRegistered adviserregistration: previous registration
Jan 24, 2014 to Jan 8, 2019factForm ADV
→ COWEN PRIME ADVISORSRegistered adviserregistration: previous registration
Aug 14, 2013 to Jan 17, 2014factForm ADV
→ BNY MELLON ADVISORS, INC.Registered adviserregistration: previous registration
Feb 8, 2008 to Sep 12, 2011factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Stephanie F Mackara left Charleston Investment Advisors, Llc for Beacon Pointe Advisors, Llc (registered 2025-02-05)
Form ADVobserved 4 days ago