Beirne Wealth Consulting Services, LLC

Beirne Wealth Consulting Services, LLC (CRD# 167103) is a financial advisory firm headquartered in Shelton, CT. They manage $2,001,311,981 in 3,037 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,001
    MILLION
  • Total Number of Accounts
    3,037
    ACCOUNTS
  • Average Account Value
    $658,977
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, CO, CT, FL, GA, IL, LA, MA, MD, ME, NE, NH, NJ, NY, PA, RI, SC, TX, VA

Financial Advisors at Beirne Wealth Consulting Services, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Lindsey E. Allard
CRD#: 5035699
612 Wheelers Farm Road, Milford, CT 06461
100
Wealthminder
score

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
Lise M. Robinson
CRD#: 4487373
3 Enterprise Drive, Suite 410, Shelton, CT 06484
96
Wealthminder
score

Lise Robinson (CRD# 4487373) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 16 years of experience in the finance industry. Lise Robinson 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
John-oliver Beirne
CRD#: 5737703
3 Enterprise Drive, Suite 410, Shelton, CT 06484
93
Wealthminder
score

John-oliver Beirne (CRD# 5737703) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 8 years of experience in the finance industry.

4
James A. Betzig
CRD#: 2457078
3 Enterprise Drive, Suite 410, Shelton, CT 06484
93
Wealthminder
score

James Betzig (CRD# 2457078) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 23 years of experience in the finance industry.

5
Patricia L. Brady
CRD#: 2330553
3 Enterprise Drive, Suite 410, Shelton, CT 06484
93
Wealthminder
score

Patricia Brady (CRD# 2330553) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 24 years of experience in the finance industry.

6
Elizabeth Garnto
CRD#: 3208367
4905 West Tilghman Street, Suite 210, Allentown, PA 18104
93
Wealthminder
score

Elizabeth Garnto (CRD# 3208367) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Allentown, PA and has over 16 years of experience in the finance industry.

7
Jana M. L'etoile
CRD#: 4490457
3 Enterprise Drive, Suite 410, Shelton, CT 06484
93
Wealthminder
score

Jana L'etoile (CRD# 4490457) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 10 years of experience in the finance industry.

8
Dana R. McLaughlin
CRD#: 5050953
612 Wheelers Farms Road, Milford, CT 06461
91
Wealthminder
score

Dana McLaughlin (CRD# 5050953) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Milford, CT and has over 12 years of experience in the finance industry. Dana McLaughlin 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.

9
Robert W. Bier
CRD#: 6549976
3 Enterprise Drive, Suite 410, Shelton, CT 06484
88
Wealthminder
score

Robert Bier (CRD# 6549976) 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.

10
John A. Beirne
CRD#: 17064
3 Enterprise Drive, Suite 410, Shelton, CT 06484
83
Wealthminder
score

John Beirne (CRD# 17064) is an Investment Advisor Representative working at Beirne Wealth Consulting Services, LLC in Shelton, CT and has over 37 years of experience in the finance industry.

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