John Preston, financial advisor New York NY
93 score

John Preston

CRD Number: 1043338
Current Firm: Beech Hill Advisors, Inc.

John Preston (CRD# 1043338) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Beech Hill Advisors, Inc. New York, NY Jun 2007 - Current 9
Beech Hill Securities, Inc. New York, NY Jun 2007 - Current 9
Analytic Asset Management New York, NY Feb 2004 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Jan 1995
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for John T. Preston
Phone Number: 212-350-7250
Firm Website:
Registered State(s):
  • CA
  • NJ
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Market timing services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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