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Brandon Charles Garneau

Investment Adviser Representative at Beacon Pointe Advisors, LLC

Waltham, MACRD #7547121Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brandon Charles Garneau is an investment adviser representative with Beacon Pointe Advisors, LLC in Waltham, MA, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Sensible Financial Planning and Management, LLC and Columbia Management Investment Advisers, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Office

203 Crescent Street, Suite 404
Waltham, MA 02453

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/11/2023
Series 7
General Securities Representative Examination
Passed 7/20/2023
SIE
Securities Industry Essentials Examination
Passed 6/9/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Beacon Pointe Advisors, LLCCurrent
10/29/2025 – Waltham, MA
Sensible Financial Planning AND Management, LLC
2/7/2024 – 10/28/2025Waltham, MA
Columbia Management Investment Advisers, LLC
8/30/2023 – 2/4/2024Boston, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Columbia Management Investment Distributors, Inc.
    Jun 2023 – Jan 2024Boston, MA
  2. Regal Cinemas
    May 2017 – Aug 2017Marlborough, MA
  3. Shaw's Supermarkets
    Aug 2017 – Apr 2020Hudson, MA
  4. Amazon
    May 2020 – Nov 2020Milford, MA
  5. Digital Federal Credit Union
    May 2021 – Jan 2022Marlborough, MA
  6. DoorDash
    Dec 2020 – Jan 2021Hudson, MA
  7. Salem Five Invesment Services
    May 2022 – Aug 2022Salem, MA
  8. Quinnipiac University
    Sep 2022 – May 2023Hamden, CT
  9. Student
    Jun 2013 – Apr 2017Hudson, MA
  10. Student
    Feb 2021 – Apr 2021Hudson, MA
  11. Unemployed
    Feb 2022 – Apr 2022Hudson, MA
  12. Columbia Threadneedle Investments
    Jun 2023 – Jan 2024Boston, MA
  13. Sensible Financial Planning AND Management, LLC
    Jan 2024 – Sep 2025Waltham, MA
  14. Beacon Pointe Advisors, LLC
    Oct 2025 – Sep 2026Waltham, MA
  15. Beacon Pointe Advisors, LLC
    Oct 2026 – no end date reportedWaltham, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Beacon Pointe Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
Firm account minimum
$1,000,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

The Fund offers investors access to less liquid alternative investments through a portfolio of Underlying Funds investing in Private Credit, Private Real Estate, Private Equity, Hedge Funds, Hedged Equities, and Real Assets, with daily subscriptions, quarterly redemptions, quarterly distributions, and 1099 tax reporting.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Alternative InvestmentsPrivate CreditPrivate Real EstatePrivate EquityHedge FundsHedged EquitiesReal AssetsInterval FundClosed-end FundCapital Appreciation

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
473
Offices listed on AdvisorFinder:
68
Main office:
Newport Beach, CA
SEC file number:
801-60943

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 31, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Charles Garneau has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brandon Charles Garneau (Beacon Pointe Advisors)