BEACON INVESTMENT ADVISORY SERVICES, INC.

BEACON TRUST
MORRISTOWN, New Jersey·5 registered advisors·CRD# 226547
SEC# 801-962562973-377-8090
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BEACON INVESTMENT ADVISORY SERVICES, INC.

5 registered advisors
Bennett Allen Macdougall
MORRISTOWN, New Jersey
Kenneth Paul Lenskold
MORRISTOWN, New Jersey
Leonard George Gleason
MORRISTOWN, New Jersey
Tom Nmn Mathew
MORRISTOWN, New Jersey
Valerie O Murray
MORRISTOWN, New Jersey
05

Office Locations

MORRISTOWN, New Jersey
5 advisors

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Data sourced from SEC Form ADV filings. BEACON INVESTMENT ADVISORY SERVICES, INC. (CRD# 226547) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.