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).

By the Numbers
  • Total Assets Under Management
    3,459
    MILLION
  • Total Number of Accounts
    2,675
    ACCOUNTS
  • Average Account Value
    $1,293,084
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Beacon Trust
Showing 21 - 28 of 28 top financial advisors.
21
Caitlin B. Degroat
CRD#: 6742699
163 Madison Avenue, Morristown, NJ 07960

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.

22
Lee A. Delaporte
CRD#: 1162810
163 Madison Avenue, Morristown, NJ 07960

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.

23
Christina G. Duffy
CRD#: 7853194
163 Madison Avenue, Morristown, NJ 07960

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.

24
Courtney L. Frost
CRD#: 7094261
163 Madison Avenue, Morristown, NJ 07960

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.

25
Susan E. Hayes
CRD#: 2481135
163 Madison Avenue, Morristown, NJ 07960

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.

26
Timothy Kazachkov
CRD#: 6620501
163 Madison Avenue, Morristown, NJ 07960

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.

27
Matthew Kelly
CRD#: 5290319
163 Madison Avenue, Morristown, NJ 07960

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.

28
Patrick M. O'hare
CRD#: 7612701
163 Madison Avenue, Morristown, NJ 07960

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.

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