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 6 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 17 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 5 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 2 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 2 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 31 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.