BEIRNE WEALTH CONSULTING SERVICES, LLC

BEIRNE WEALTH CONSULTING SERVICES, LLC of SHELTON, CT is an SEC-registered investment adviser (CRD 167103). Regulatory assets under management: $2.3B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (21)

NameRoleLocation
John Anthony BeirneMANAGING DIRECTOR, CIO AND FOUNDING PARTNER
John-Oliver BeirneMANAGING DIRECTOR; PRESIDENT; TRUSTEE
John Joseph BarkerTRUSTEE
Evan BeirneTRUSTEE
Richard Anthony DefrancescoCHIEF OPERATING OFFICER
Lindsey E AllardPARTNER
Dennis GrubelicCHIEF COMPLIANCE OFFICERShelton, CT
Megan Elizabeth MorelliPARTNER
OLSON VICTORIA LYNNCHIEF COMPLIANCE OFFICER
BEIRNE JOHN ANTHONYMANAGING DIRECTOR; MANAGING DIRECTOR, CIO AND FOUNDING PARTNER
BEIRNE JOHN-OLIVERMANAGING DIRECTOR; PRESIDENT; TRUSTEE
SHANNON JERILYN MARIECHIEF COMPLIANCE OFFICER
BETZIG JAMES ANDREWCHIEF COMPLIANCE OFFICER; PARTNER; PARTNER AND CHIEF OPERATING OFFICER (+1 more)
BRADY PATRICIA LYNNCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER
GARNTO ELIZABETHCHIEF COMPLIANCE OFFICER
BARKER JOHN JOSEPHTRUSTEE
beirne evanTRUSTEE
Defrancesco Richard AnthonyCHIEF OPERATING OFFICER
ALLARD LINDSEY EMANAGING DIRECTOR; PARTNER
Grubelic DennisCHIEF COMPLIANCE OFFICER
MORELLI MEGAN ELIZABETHPARTNER

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