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 - 8 of 8 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 14 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
Christopher C. Perrine
CRD#: 5153889
163 Madison Avenue, Suite 600, Morristown, NJ 07960
96
Wealthminder
score

Christopher Perrine (CRD# 5153889) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 9 years of experience in the finance industry. Christopher Perrine 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.

3
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 14 years of experience in the finance industry.

4
James D. Nesci
CRD#: 2439890
163 Madison Avenue, Morristown, NJ 07960
93
Wealthminder
score

James Nesci (CRD# 2439890) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 22 years of experience in the finance industry.

5
Erman N. Civelek
CRD#: 6097293
163 Madison Avenue, Suite 600, Morristown, NJ 07960
90
Wealthminder
score

Erman Civelek (CRD# 6097293) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry. Erman Civelek 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.

6
Peter J. O'neill
CRD#: 6560331
163 Madison Avenue, Morristown, NJ 07960
90
Wealthminder
score

Peter O'neill (CRD# 6560331) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry. Peter O'neill 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.

7
Christopher W. Shagawat
CRD#: 6065926
163 Madison Avenue, Suite 600, Morristown, NJ 07960
90
Wealthminder
score

Christopher Shagawat (CRD# 6065926) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 4 years of experience in the finance industry.

8
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 20 years of experience in the finance industry.

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