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
Spencer Marsh (CRD# 2204067) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 32 years of experience in the finance industry.
Brian McGann (CRD# 2382032) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 30 years of experience in the finance industry.
Valerie Murray (CRD# 5530002) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 7 years of experience in the finance industry.
John Pawlik (CRD# 5625715) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 15 years of experience in the finance industry.
Christopher Perrine (CRD# 5153889) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 17 years of experience in the finance industry.
Diane Radossich (CRD# 1744712) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 33 years of experience in the finance industry.
Melissa Raimundo (CRD# 6335031) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 9 years of experience in the finance industry.
Christopher Shagawat (CRD# 6065926) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 11 years of experience in the finance industry.
Zoie Silver (CRD# 6603435) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry.
William Butler (CRD# 2226124) is an Investment Advisor Representative working at Beacon Trust in New York, NY and has over 32 years of experience in the finance industry.