Beech Hill Advisors, Inc.

Beech Hill Advisors, Inc. (CRD# 110457) is a financial advisory firm headquartered in New York, NY. They manage $222,019,653 in 564 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $393,652
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Market timing services
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, LA, MA, NH, NJ, NY, TX, VT

Financial Advisors at Beech Hill Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Jodi L. Barna
CRD#: 2609838
880 Third Ave 16th Floor, New York, NY 10022
93
Wealthminder
score

Jodi Barna (CRD# 2609838) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 19 years of experience in the finance industry.

2
Paul S. Cantor
CRD#: 39844
880 Third Avenue, New York, NY 10022
93
Wealthminder
score

Paul Cantor (CRD# 39844) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 36 years of experience in the finance industry.

3
Richard Owen Jr.
CRD#: 5461926
880 Third Ave 16th Floor, New York, NY 10022
93
Wealthminder
score

Richard Owen Jr. (CRD# 5461926) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 8 years of experience in the finance industry.

4
John T. Preston
CRD#: 1043338
880 Third Ave 16th Floor, New York, NY 10022
93
Wealthminder
score

John Preston (CRD# 1043338) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 34 years of experience in the finance industry.

5
Joseph B. Weiss
CRD#: 462416
880 Third Avenue, New York, NY 10022
93
Wealthminder
score

Joseph Weiss (CRD# 462416) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 31 years of experience in the finance industry.

6
William R. Wurm
CRD#: 2354992
880 Third Avenue, Same, New York, NY 10022
93
Wealthminder
score

William Wurm (CRD# 2354992) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 23 years of experience in the finance industry.

7
Stephen A. Steglitz
CRD#: 500512
880 Third Ave 16th Floor, New York, NY 10022
73
Wealthminder
score

Stephen Steglitz (CRD# 500512) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 33 years of experience in the finance industry.

8
Frank Hamrak
CRD#: 1385077
880 Third Ave 16th Floor, New York, NY 10022
71
Wealthminder
score

Frank Hamrak (CRD# 1385077) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in New York, NY and has over 30 years of experience in the finance industry.

9
Michael A. Stern
CRD#: 1243168
Scarsdale, NY
38
Wealthminder
score

Michael Stern (CRD# 1243168) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in Scarsdale, NY and has over 17 years of experience in the finance industry.

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