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Mark Steven Germain

BEACON WEALTH MANAGEMENT LLC·HACKENSACK, New Jersey
Clean recordBEACON WEALTH MANAGEMENT LLC
505 MAIN STREET, HACKENSACK, NJ 07601CRD# 1332758Firm CRD# 129523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Steven Germain · HACKENSACK, NJ
Registration
CRD #1332758 · BEACON WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Steven Germain is a registered financial advisor based in HACKENSACK, New Jersey, affiliated with BEACON WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEACON WEALTH MANAGEMENT LLC
BEACON WEALTH MANAGEMENT, LLC
AUM
$285M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BEACON WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1332758
Firm CRD# 129523
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Steven Germain offer?
Mark Steven Germain specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HACKENSACK, New Jersey for a consultation.
What are Mark Steven Germain's credentials?
Mark Steven Germain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Steven Germain located?
Mark Steven Germain is based in HACKENSACK, New Jersey, working with BEACON WEALTH MANAGEMENT LLC. Their office serves clients in the HACKENSACK metropolitan area and surrounding communities.
How does Mark Steven Germain charge for services?
Mark Steven Germain's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON WEALTH MANAGEMENT LLC?
BEACON WEALTH MANAGEMENT LLC has approximately 8 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEACON WEALTH MANAGEMENT LLC

Kerry Teahan Crowley
HACKENSACK, NJ
Tina Carmella Powell
HACKENSACK, NJ
Eric Zachs
HACKENSACK, NJ

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