Be advised. This firm is no longer registered.

Beacon Trust

Beacon Trust (CRD# 156942) is a financial advisory firm headquartered in Morristown, NJ. They manage $465,551,042 in 291 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    466
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $1,599,832
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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.

CA, CT, FL, MA, MI, NJ, NY, PA

Financial Advisors at Beacon Trust
Showing 1 - 3 of 3 top financial advisors.
1
Larissa L. Flom
CRD#: 3074359
163 Madison Avenue, Suite 600, Morristown, NJ 07960
96
Wealthminder
score

Larissa Flom (CRD# 3074359) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 15 years of experience in the finance industry. Larissa Flom 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.

2
Mitchell D. Eichen
CRD#: 1746300
163 Madison Avenue, Suite 600, Morristown, NJ 07960
93
Wealthminder
score

Mitchell Eichen (CRD# 1746300) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 15 years of experience in the finance industry.

3
Donald E. Leishman
CRD#: 1485777
163 Madison Avenue, Suite 600, Morristown, NJ 07960
58
Wealthminder
score

Donald Leishman (CRD# 1485777) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 21 years of experience in the finance industry.

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