Beacon Wealth Management, LLC

Beacon Wealth Management, LLC (CRD# 129523) is a financial advisory firm headquartered in Hackensack, NJ. They manage $221,031,000 in 909 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    909
    ACCOUNTS
  • Average Account Value
    $243,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, NJ, NY

Financial Advisors at Beacon Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Norman Sohn
CRD#: 5706346
505 Main Street, Suite 214, Hackensack, NJ 07601
98
Wealthminder
score

Norman Sohn (CRD# 5706346) is an Investment Advisor Representative working at Beacon Wealth Management, LLC in Hackensack, NJ and has over 7 years of experience in the finance industry.

2
Maury L. Duitz
CRD#: 3169513
505 Main Street, Suite 214, Hackensack, NJ 07601
96
Wealthminder
score

Maury Duitz (CRD# 3169513) is an Investment Advisor Representative working at Beacon Wealth Management, LLC in Hackensack, NJ and has over 18 years of experience in the finance industry. Maury Duitz 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.

3
Christopher R. Cacchiola
CRD#: 5664953
505 Main Street, Suite 214, Hackensack, NJ 07601
93
Wealthminder
score

Christopher Cacchiola (CRD# 5664953) is an Investment Advisor Representative working at Beacon Wealth Management, LLC in Hackensack, NJ and has over 6 years of experience in the finance industry.

4
Gavin O. Charlton
CRD#: 6326330
505 Main Street, Suite 214, Hackensack, NJ 07601
88
Wealthminder
score

Gavin Charlton (CRD# 6326330) is an Investment Advisor Representative working at Beacon Wealth Management, LLC in Hackensack, NJ and has over 3 years of experience in the finance industry.

5
Kerry T. Crowley
CRD#: 6099760
505 Main Street, Suite 214, Hackensack, NJ 07601
88
Wealthminder
score

Kerry Crowley (CRD# 6099760) is an Investment Advisor Representative working at Beacon Wealth Management, LLC in Hackensack, NJ and has over 3 years of experience in the finance industry.

6
Mark S. Germain
CRD#: 1332758
65 Harristown Road, Glen Rock, NJ 07452
66
Wealthminder
score

Mark Germain (CRD# 1332758) is an Investment Advisor Representative working at Beacon Wealth Management, LLC in Glen Rock, NJ and has over 32 years of experience in the finance industry. Mark Germain 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.

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Disclosure
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.