Unclaimed Profile

Brett Lee Agnew

BEACON CAPITAL MANAGEMENT, INC.·DAYTON, Ohio

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record3 years registeredBEACON CAPITAL MANAGEMENT, INC.

7777 WASHINGTON VILLAGE DRIVE, DAYTON, OH 45459CRD# 3211821Firm CRD# 120641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Lee Agnew · DAYTON, OH

Registration

CRD #3211821 · BEACON CAPITAL MANAGEMENT, INC. · 3 years registered

Brand Profile

Not yet started

Career History

BEACON CAPITAL MANAGEMENT, INC.

Sep 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · September 26, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON CAPITAL MANAGEMENT, INC.

CRD 120641 · SEC 801-61249

AUM

$4.3B

Regulatory assets under management

Employees

15,730 client accounts

Services offered by BEACON CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BEACON CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Brett Lee Agnew offer?

Brett Lee Agnew specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DAYTON, Ohio for a consultation.

What are Brett Lee Agnew's credentials?

Brett Lee Agnew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Lee Agnew located?

Brett Lee Agnew is based in DAYTON, Ohio, working with BEACON CAPITAL MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.

How does Brett Lee Agnew charge for services?

Brett Lee Agnew's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEACON CAPITAL MANAGEMENT, INC.?

BEACON CAPITAL MANAGEMENT, INC. has approximately 28 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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