Beacon Trust
Beacon Trust (CRD# 226547) is a financial advisory firm headquartered in Morristown, NJ. They manage $4,018,244,995 in 2,833 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management4,018MILLION
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Total Number of Accounts2,833ACCOUNTS
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Average Account Value$1,418,371
- 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
AR, CA, CO, CT, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, VT
Diane Allard (CRD# 2582880) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 21 years of experience in the finance industry.
Dawn Avallone (CRD# 6962882) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 5 years of experience in the finance industry.
John Corcoran (CRD# 1405033) is an Investment Advisor Representative working at Beacon Trust in Bohemia, NY and has over 10 years of experience in the finance industry.
Maria Dizio (CRD# 4702565) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 7 years 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.
Joseph Healy (CRD# 1946087) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 34 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 35 years of experience in the finance industry.
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.
Kenneth Lenskold (CRD# 1423089) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 38 years of experience in the finance industry.
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.