Unclaimed Profile

Mark Steven Germain

BEACON WEALTH MANAGEMENT LLC·HACKENSACK, New Jersey

Series 7, Series 8, Series 24, Series 27, Series 63, Series 65, Series 66CFP23 years registeredBEACON 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEACON WEALTH MANAGEMENT LLC

MERCER GLOBAL ADVISORS INC.

Feb 2019 – May 2022

HACKENSACK, NJ

BEACON WEALTH MANAGEMENT, LLC

Jan 2004 – Mar 2019

HACKENSACK, NJ

WASHINGTON SQUARE SECURITIES, INC.

Sep 2002 – May 2003

RIDGEWOOD, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 27

Series 63

Series 65

Series 66

Registration record

First registered · September 25, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

1992Regulatory·Final

1991Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BEACON WEALTH MANAGEMENT LLC

CRD 129523 · SEC 801-62704

AUM

$285M

Regulatory assets under management

Employees

960 client accounts

Services offered by BEACON WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BEACON WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Mark Steven Germain offer?

Mark Steven Germain specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Mark Steven Germain's credentials?

Mark Steven Germain holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Steven Germain located?

Mark Steven Germain is based in HACKENSACK, New Jersey, last registered with BEACON WEALTH MANAGEMENT LLC.

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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