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).
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Total Assets Under Management1,192MILLION
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Total Number of Accounts1,623ACCOUNTS
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Average Account Value$734,146
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, MA, MI, NC, NH, NJ, NY, PA, TX
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.
William Cashin (CRD# 1434157) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 31 years of experience in the finance industry.
Joseph Healy (CRD# 1946087) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 28 years of experience in the finance industry.
Spencer Marsh (CRD# 2204067) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 25 years of experience in the finance industry.
Alan Segars (CRD# 2488583) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 23 years of experience in the finance industry.
Stefan Hermann (CRD# 1898846) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 28 years of experience in the finance industry.
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.
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.
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.
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.