BEACON INVESTMENT ADVISORY SERVICES, INC.
Legal name: BEACON TRUST
CRD #226547 SEC #801-96256 MORRISTOWN, NJ 973-377-8090
SEC Registered
Total AUM
$4.4B
Discretionary
$4.2B
Employees
46
Clients
10
Accounts
2,889
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIANNOTTO, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIANNOTTO, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIANNOTTO, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| GLEASON, LEONARD, GEORGE | I | GENERAL COUNSEL | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LENSKOLD, KENNETH, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MACDOUGALL, BENNETT, ALLEN | I | GENERAL COUNSEL | NA | Control |
| MATHEW, TOM, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MATHEW, TOM, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MATHEW, TOM, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MATHEW, TOM, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MATHEW, TOM, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MATHEW, TOM, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| MURRAY, VALERIE, O | I | PRESIDENT | NA | Control |
| NESCI, JAMES, DOMENICK | I | PRESIDENT | NA | Control |
| NESCI, JAMES, DOMENICK | I | PRESIDENT | NA | Control |
| NESCI, JAMES, DOMENICK | I | PRESIDENT | NA | Control |
| NESCI, JAMES, DOMENICK | I | PRESIDENT | NA | Control |
| NESCI, JAMES, DOMENICK | I | PRESIDENT | NA | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
| BEACON TRUST COMPANY | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| PROVIDENT FINANCIAL SERVICES, INC. | DE | THE PROVIDENT BANK | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
| THE PROVIDENT BANK | DE | BEACON TRUST COMPANY | E | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (26)
AR CA CO CT FL GA IL LA MA MD ME MI NC NE NH NJ NM NV NY OH PA SC TX VA VT WI
Address
163 MADISON AVENUEMORRISTOWN, NJ 07960
United States
Phone: 973-377-8090