Beacon Hill Investment Advisory, LLC

Beacon Hill Investment Advisory, LLC (CRD# 148463) is a financial advisory firm headquartered in Dublin, OH. They manage $73,720,657 in 295 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $249,901
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Beacon Hill Investment Advisory, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Clint J. Edgington
CRD#: 5598387
5500 Frantz Rd., Suite 153, Dublin, OH 43017

Clint Edgington (CRD# 5598387) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Dublin, OH and has over 15 years of experience in the finance industry.

2
Mark A. Fissel
CRD#: 5598397
5500 Frantz Rd., Suite 153, Dublin, OH 43017

Mark Fissel (CRD# 5598397) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Dublin, OH and has over 15 years of experience in the finance industry.

3
Gregory L. Sazdanoff
CRD#: 5924235
5500 Frantz Rd., Suite 153, Dublin, OH 43017

Gregory Sazdanoff (CRD# 5924235) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Dublin, OH and has over 10 years of experience in the finance industry.

4
William B. Shorthill
CRD#: 2709097
5500 Frantz Rd., Suite 153, Dublin, OH 43017

William Shorthill (CRD# 2709097) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Dublin, OH and has over 28 years of experience in the finance industry.

5
Anne K. Zavaglia
CRD#: 7037505
5500 Frantz Rd., Suite 153, Dublin, OH 43017

Anne Zavaglia (CRD# 7037505) is an Investment Advisor Representative working at Beacon Hill Investment Advisory, LLC in Dublin, OH and has 1 year of experience in the finance industry.

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