Beacon Financial Advisors

Beacon Financial Advisors (CRD# 119672) is a financial advisory firm headquartered in Rye Brook, NY. They manage $181,202,193 in 338 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573
http://www.beaconfinadv.com
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $536,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY, TX

Financial Advisors at Beacon Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jamie Robins, financial advisor Rye Brook NY
Jamie Robins
CRD#: 6079352
800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573

Beacon Financial Advisors is an independent wealth advisory firm offering financial planning and asset management services customized to the needs of individuals and their families.  We focus on providing personalized financial advice and superior service to a limited number of clients.

 

As fiduciaries, we have a fundamental obligation to act in the best interest of our clients at all times and to always place our client’s interests ahead of our own.

 

Please visit our website at www.beaconfa.com to learn more about our services and to request a complimentary consultation.

2
Ronald Robins, financial advisor Rye Brook NY
Ronald M. Robins
CRD#: 2294445
800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573

Ronald Robins (CRD# 2294445) is an Investment Advisor Representative working at Beacon Financial Advisors in Rye Brook, NY and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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