Beacon Investment Advisory Services Inc

BEACON INVESTMENT ADVISORY SERVICES, INC. is a Delaware corporation with a team of 37 employees, 33 of whom are advisory roles. Although the number of clients they serve is unknown, the U.S. Securities and Exchange Commission approved their registration on April 1, 2015.

• BEACON TRUST COMPANY

  OWNER owns 75% or more

• KENNETH PAUL LENSKOLD

  CHIEF COMPLIANCE OFFICER owns less than 5%

• LEONARD GEORGE GLEASON

  GENERAL COUNSEL owns less than 5%

• VALERIE O MURRAY

  PRESIDENT owns less than 5%

• PROVIDENT FINANCIAL SERVICES, INC.

  OWNER owns 75% or more

• THE PROVIDENT BANK

  OWNER owns 75% or more

• Massey Quick Simon & Co LLC
• Private Advisor Network LLC
• Mcrae Capital Management Inc
• RED HOOK Management LLC
• Regentatlantic Capital LLC
• Circle Squared Alternative Investments LLC
• MONTGOMERY WEALTH MANAGEMENT, LLC
• SICA Wealth Management LLC
• Hampshire Investment Management Company LLC
• Blackhill Capital Inc

• Beacon Investment Advisory Services, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Beacon Investment Advisory: Q4 2022 vs. Q1 2023 Fund Holdings Comparison

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