Beacon Trust
Beacon Trust (CRD# 226547) is a financial advisory firm headquartered in Morristown, NJ. They manage $3,459,000,000 in 2,675 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management3,459MILLION
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Total Number of Accounts2,675ACCOUNTS
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Average Account Value$1,293,084
- 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
Caitlin Degroat (CRD# 6742699) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 4 years of experience in the finance industry.
Lee Delaporte (CRD# 1162810) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 40 years of experience in the finance industry.
Christina Duffy (CRD# 7853194) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry.
Courtney Frost (CRD# 7094261) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 4 years of experience in the finance industry.
Susan Hayes (CRD# 2481135) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has over 29 years of experience in the finance industry.
Timothy Kazachkov (CRD# 6620501) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry.
Matthew Kelly (CRD# 5290319) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry.
Patrick O'hare (CRD# 7612701) is an Investment Advisor Representative working at Beacon Trust in Morristown, NJ and has 1 year of experience in the finance industry.