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Benjamin Davis Robins

BEACON FINANCIAL ADVISORS, INC.·RYE BROOK, New York
Unclaimed Profile
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1360CRD# 6079352Firm CRD# 119672
01

About

Benjamin Davis Robins is a registered financial advisor based in RYE BROOK, New York, affiliated with BEACON FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
BEACON FINANCIAL ADVISORS, INC.
BEACON FINANCIAL ADVISORS
AUM
$181M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BEACON FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6079352
Firm CRD# 119672
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Davis Robins offer?
Benjamin Davis Robins specializes in Financial Planning, Investment Management. Contact their office in RYE BROOK, New York for a consultation.
What are Benjamin Davis Robins's credentials?
Benjamin Davis Robins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Davis Robins located?
Benjamin Davis Robins is based in RYE BROOK, New York, working with BEACON FINANCIAL ADVISORS, INC.. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Benjamin Davis Robins charge for services?
Benjamin Davis Robins'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 FINANCIAL ADVISORS, INC.?
BEACON FINANCIAL ADVISORS, INC. has approximately 3 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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