Beirne Wealth Consulting Services, LLC

Beirne Wealth Consulting Services, LLC (CRD# 167103) is a financial advisory firm headquartered in Shelton, CT. They manage $1,895,174,449 in 1,162 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,895
    MILLION
  • Total Number of Accounts
    1,162
    ACCOUNTS
  • Average Account Value
    $1,630,959
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, NJ, NY, PA, TX

Financial Advisors at Beirne Wealth Consulting Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lindsey E. Allard
CRD#: 5035699
3 Enterprise Drive, Suite 410, Shelton, CT 06484

For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.

 

As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as an advisor, she is the firm’s corporate event planner. Lindsey plays an active role with several local charities as a representative of BWC.

Lindsey joined the Beirne Group of Merrill Lynch as a senior registered client associate in 2005. During her seven year tenure with the Beirne Group of Merrill Lynch, she led the institutional operations team. In 2012, Lindsey transitioned to Beirne Wealth Consulting as the team’s director of institutional relations.

 

Lindsey holds a bachelor’s degree in psychology from Eastern Connecticut State University and a master of business administration degree with a concentration in finance from Quinnipiac University.

 

In her leisure time, Lindsey enjoys spending time with her husband and two sons, exercising, travelling, and reading. She is also involved personally with several charities that are very close to her heart.

2
John A. Beirne
CRD#: 17064
3 Enterprise Drive, Suite 410, Shelton, CT 06484

John Beirne (CRD# 17064) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 40 years of experience in the finance industry.

3
John-oliver Beirne
CRD#: 5737703
3 Enterprise Drive, Suite 410, Shelton, CT 06484

John-oliver Beirne (CRD# 5737703) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 11 years of experience in the finance industry.

4
Elizabeth Garnto
CRD#: 3208367
3 Enterprise Drive, Suite 410, Shelton, CT 06484

Elizabeth Garnto (CRD# 3208367) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 20 years of experience in the finance industry.

5
Jeffrey L. Bradanini
CRD#: 7025024
3 Enterprise Drive, Suite 410, Shelton, CT 06484

Jeffrey Bradanini (CRD# 7025024) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has 1 year of experience in the finance industry.

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