Unclaimed Profile

Daniel P J Benson

BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, Tennessee

SIE, Series 7, Series 66CFP17 years registeredBEACON CAPITAL MANAGEMENT, LLC

751 COOL SPRINGS BLVD, FRANKLIN, TN 37067CRD# 5533157Firm CRD# 156228

Profile Verification

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

Identity

Daniel P J Benson · FRANKLIN, TN

Registration

CRD #5533157 · BEACON CAPITAL MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

BEACON CAPITAL MANAGEMENT, LLC

Apr 2011 – present

MADISON AVENUE SECURITIES, INC.

Apr 2009 – Sep 2013

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 14, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

2002Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BEACON CAPITAL MANAGEMENT, LLC

CRD 156228 · SEC 801-106678

AUM

$859M

Regulatory assets under management

Employees

5,216 client accounts

Services offered by BEACON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FRANKLIN?

Browse all registered financial advisors in FRANKLIN, Tennessee or claim this profile if it's yours.

Browse FRANKLIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel P J Benson offer?

Daniel P J Benson specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Daniel P J Benson's credentials?

Daniel P J Benson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel P J Benson located?

Daniel P J Benson is based in FRANKLIN, Tennessee, working with BEACON CAPITAL MANAGEMENT, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Daniel P J Benson charge for services?

Daniel P J Benson'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 CAPITAL MANAGEMENT, LLC?

BEACON CAPITAL MANAGEMENT, LLC has approximately 31 employees and manages $859M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →