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Bennett Allen Macdougall

BEACON INVESTMENT ADVISORY SERVICES, INC.·MORRISTOWN, New Jersey
Unclaimed Profile
163 MADISON AVENUE, MORRISTOWN, NJ 07960CRD# 4572830Firm CRD# 226547
01

About

Bennett Allen Macdougall is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with BEACON INVESTMENT ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEACON INVESTMENT ADVISORY SERVICES, INC.
BEACON TRUST
AUM
$4.0B
Regulatory assets under management
Employees
45
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4572830
Firm CRD# 226547
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bennett Allen Macdougall offer?
Bennett Allen Macdougall specializes in Financial Planning, Investment Management. Contact their office in MORRISTOWN, New Jersey for a consultation.
What are Bennett Allen Macdougall's credentials?
Bennett Allen Macdougall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bennett Allen Macdougall located?
Bennett Allen Macdougall is based in MORRISTOWN, New Jersey, working with BEACON INVESTMENT ADVISORY SERVICES, INC.. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.
How does Bennett Allen Macdougall charge for services?
Bennett Allen Macdougall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON INVESTMENT ADVISORY SERVICES, INC.?
BEACON INVESTMENT ADVISORY SERVICES, INC. has approximately 45 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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