# BEACON INVESTMENT ADVISORY SERVICES, INC.

BEACON INVESTMENT ADVISORY SERVICES, INC. of MORRISTOWN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 226547
- Type: SEC-registered investment adviser
- SEC file number: 801-96256
- Location: 163 MADISON AVENUE, MORRISTOWN, NJ, 07960
- Phone: 973-377-8090
- Latest filing: 2026-07-27
- Regulatory AUM: $4.4B
- Discretionary AUM: $4.3B
- Non-discretionary AUM: $185.4M
- Clients: 51
- Accounts: 2,939

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Valerie O Murray | PRESIDENT | — |
| Bennett Allen Macdougall | GENERAL COUNSEL | — |
| Tom Nmn Mathew | CHIEF COMPLIANCE OFFICER | — |
| GIANNOTTO MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| NESCI JAMES DOMENICK | PRESIDENT | — |
| GLEASON LEONARD GEORGE | GENERAL COUNSEL | — |
| MATHEW KASHMIRA NMN | CHIEF COMPLIANCE OFFICER | — |
| MACDOUGALL BENNETT ALLEN | GENERAL COUNSEL | — |
| LENSKOLD KENNETH PAUL | CHIEF COMPLIANCE OFFICER | — |
| MURRAY VALERIE O | PRESIDENT | — |
| Brian Mcgann | EXEC MANAGING DIR INVEST STRATEGY | — |
| Annamaria Vitelli | CHIEF GROWTH OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/226547/brochure
- Similar advisers: https://search.stillhousedata.com/firm/226547/similar
- Related entities: https://search.stillhousedata.com/firm/226547/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/226547

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.