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 15 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 31 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 28 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 25 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 23 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 28 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.