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Lucia Burleigh Shah is a financial advisor professional located in Amherst, MA. They specialize in financial advisory.
Lucia Burleigh Shah - Beacon Pointe Advisors, Llc holds an active professional license (FINRA CRD) for your protection.
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Lucia Burleigh Shah operates Beacon Pointe Advisors, LLC, a financial advisory firm based in Amherst, Massachusetts. The firm is registered with FINRA under CRD license number 7676384, which means it operates under the regulatory oversight of the Financial Industry Regulatory Authority. This registration ensures the firm complies with securities regulations and industry standards for financial advisory services. Clients in the Amherst area can contact the firm directly to discuss their financial planning needs and learn more about the services offered.
Lucia Burleigh Shah's FINRA CRD registration indicates the firm is a registered investment advisory entity subject to oversight by the Financial Industry Regulatory Authority. FINRA CRD (Central Registration Depository) registration means the business meets federal requirements for operating in securities and investment advisory services. This registration provides a layer of regulatory compliance and consumer protection, as FINRA-registered firms must adhere to specific rules governing conduct, disclosure, and client interactions. The registration number (7676384) is publicly verifiable through FINRA's database, allowing clients to confirm the firm's standing and access disciplinary history if any exists.