Beacon Hill Private Wealth LLC

Beacon Hill Private Wealth LLC (CRD# 285329) is a financial advisory firm headquartered in Summit, NJ. They manage $36,997,800 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
350 Springfield Avenue, Suite #200, Summit, NJ 07901
https://www.beaconhillprivatewealth.com/
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $406,569
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Beacon Hill Private Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tomas Geoghegan, financial advisor Summit NJ
Tomas A. Geoghegan
CRD#: 5750013
350 Springfield Avenue, Suite #200, Summit, NJ 07901

Tomas Geoghegan (CRD# 5750013) is an Investment Advisor Representative working at Beacon Hill Private Wealth LLC in Summit, NJ and has over 12 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.

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