Tomas Geoghegan (CRD# 5750013) is an Investment Advisor Representative working at Beacon Hill Private Wealth LLC in Summit, NJ and has over 13 years of experience in the finance industry. Tomas Geoghegan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Hill Private Wealth LLC | Summit, NJ | Aug 2016 - Current | 7 |
| Not Employed/developing New Advisory Business | Summit, NJ | Mar 2016 - Aug 2016 | < 1 |
| Morgan Stanley Smith Barney LLC | Purchase, NY | Dec 2013 - Mar 2016 | 2 |
| Morgan Stanley Private Bank, N.a. | Purchase, NY | Dec 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- NJ
-
Total Assets Under Management39MILLIONS
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Total Number of Accounts88ACCOUNTS
-
Average Account Value$443,825
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NJ
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