BEACON FINANCIAL ADVISORS, INC.
Legal name: BEACON FINANCIAL ADVISORS
CRD #119672 SEC #801-77929 RYE BROOK, NY (914) 872-4040
SEC Registered
Total AUM
$199.6M
Discretionary
$183.6M
Employees
4
Clients
25
Accounts
353
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROBINS, BENJAMIN, DAVIS | I | VICE PRESIDENT | NA | Control |
| ROBINS, BENJAMIN, DAVIS | I | VICE PRESIDENT | NA | Control |
| ROBINS, BENJAMIN, DAVIS | I | VICE PRESIDENT | NA | Control |
| ROBINS, BENJAMIN, DAVIS | I | VICE PRESIDENT | NA | Control |
| ROBINS, RONALD, M | I | FOUNDER | NA | |
| ROBINS, RONALD, M | I | FOUNDER | NA | |
| ROBINS, RONALD, M | I | FOUNDER | NA | |
| ROBINS, RONALD, M | I | FOUNDER | NA | |
| ROBINS, RONALD, M | I | FOUNDER | NA | |
| ROBINS, RONALD, M | I | FOUNDER | NA | |
| ROBINS, RONALD, M | I | FOUNDER | NA | |
| ROBINS, BENJAMIN, DAVIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, BENJAMIN, DAVIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, BENJAMIN, DAVIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, BENJAMIN, DAVIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, BENJAMIN, DAVIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, BENJAMIN, DAVIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, BENJAMIN, DAVIS | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ROBINS, RONALD, M | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (5)
CT NH NJ NY TX
Address
800 WESTCHESTER AVENUESUITE 641 NORTH
RYE BROOK, NY 10573-1360
United States
Phone: (914) 872-4040