BEACON FINANCIAL ADVISORS, INC.

BEACON FINANCIAL ADVISORS, INC. of RYE BROOK, NY is an SEC-registered investment adviser (CRD 119672). Regulatory assets under management: $228.0M.

Registration

• CRD: 119672
• SEC file number: 801-77929
• Type: Registered investment adviser
• Location: 800 WESTCHESTER AVENUE, SUITE 641 NORTH, RYE BROOK, NY, 10573-1360
• Phone: (914) 872-4040
• Latest filing: 2026-03-30
• Regulatory AUM: $228.0M
• Discretionary AUM: $209.8M
• Non-discretionary AUM: $18.2M
• Clients: 4
• Accounts: 365

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119672 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search