Beacon Trust

Beacon Trust (CRD# 226547) is a financial advisory firm headquartered in Morristown, NJ. They manage $1,191,519,605 in 1,623 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,192
    MILLION
  • Total Number of Accounts
    1,623
    ACCOUNTS
  • Average Account Value
    $734,146
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
  • Selection of other advisers (including private fund managers)
  • Other
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, NC, NH, NJ, NY, PA, TX

Financial Advisors at Beacon Trust
Showing 1 - 10 of 14 top financial advisors.
1
Diane L. Allard
CRD#: 2582880
163 Madison Avenue, Morristown, NJ 07960
96
Wealthminder
score

Diane Allard (CRD# 2582880) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 14 years of experience in the finance industry. Diane Allard 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
William J. Cashin
CRD#: 1434157
163 Madison Avenue, Morristown, NJ 07960
96
Wealthminder
score

William Cashin (CRD# 1434157) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 30 years of experience in the finance industry.

3
Joseph F. Healy
CRD#: 1946087
163 Madison Avenue, Morristown, NJ 07960
96
Wealthminder
score

Joseph Healy (CRD# 1946087) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 27 years of experience in the finance industry.

4
Spencer S. Marsh
CRD#: 2204067
163 Madison Avenue, Morristown, NJ 07960
96
Wealthminder
score

Spencer Marsh (CRD# 2204067) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 24 years of experience in the finance industry.

5
Alan D. Segars
CRD#: 2488583
163 Madison Avenue, Morristown, NJ 07960
96
Wealthminder
score

Alan Segars (CRD# 2488583) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 22 years of experience in the finance industry.

6
Stefan N. Hermann
CRD#: 1898846
163 Madison Avenue, Morristown, NJ 07960
93
Wealthminder
score

Stefan Hermann (CRD# 1898846) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 27 years of experience in the finance industry.

7
Linell T. Bigelow
CRD#: 6600372
163 Madison Avenue, Morristown, NJ 07960
90
Wealthminder
score

Linell Bigelow (CRD# 6600372) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry.

8
Patricia A. Hall
CRD#: 1340759
163 Madison Avenue, Morristown, NJ 07960
90
Wealthminder
score

Patricia Hall (CRD# 1340759) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry. Patricia Hall 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.

9
Michael A. Holt
CRD#: 2570142
163 Madison Avenue, Morristown, NJ 07960
90
Wealthminder
score

Michael Holt (CRD# 2570142) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry. Michael Holt 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.

10
John M. Longo
CRD#: 4722361
163 Madison Avenue, Morristown, NJ 07960
90
Wealthminder
score

John Longo (CRD# 4722361) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry.

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