BEACON FINANCIAL ADVISORS (CRD# 119672) is an SEC-Registered Investment Advisor (RIA), headquartered in Rye Brook, NY. The SEC approved the firm to operate as an RIA in Apr 2013. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $120.7 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BEACON FINANCIAL ADVISORS also reported in Mar 2018:
  • 3 employees, with 2 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEACON FINANCIAL ADVISORS has no disclosure events reported to the SEC at this time.

View BEACON FINANCIAL ADVISORS's most recent Form ADV filing

BEACON FINANCIAL ADVISORS has Notice Filings with the following State Securities Authorities: CT-Apr 2013, NH-Jun 2013, NJ-May 2013, NY-Apr 2013, TX-Apr 2013

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.