BEACON INVESTMENT ADVISORY SERVICES, INC.

BEACON INVESTMENT ADVISORY SERVICES, INC. of MORRISTOWN, NJ is an SEC-registered investment adviser (CRD 226547). Regulatory assets under management: $4.4B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (12)

NameRoleLocation
Valerie O MurrayPRESIDENT
Bennett Allen MacdougallGENERAL COUNSEL
Tom Nmn MathewCHIEF COMPLIANCE OFFICER
GIANNOTTO MICHAEL JOSEPHCHIEF COMPLIANCE OFFICER
NESCI JAMES DOMENICKPRESIDENT
GLEASON LEONARD GEORGEGENERAL COUNSEL
MATHEW KASHMIRA NMNCHIEF COMPLIANCE OFFICER
MACDOUGALL BENNETT ALLENGENERAL COUNSEL
LENSKOLD KENNETH PAULCHIEF COMPLIANCE OFFICER
MURRAY VALERIE OPRESIDENT
Brian McgannEXEC MANAGING DIR INVEST STRATEGY
Annamaria VitelliCHIEF GROWTH OFFICER; PRESIDENT

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