Brian
Mcgann
Beacon Trust
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About this Advisor
Brian Mcgann is a financial advisor who works in Morristown, New Jersey with a total of 5 years of industry experience. Mcgann is currently employed by Beacon Trust. During their career, Mcgann has held roles at Beacon Investment Advisory Services, Inc, Hsbc Bank Usa Na and Ubs. Mcgann maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in New Jersey. Beacon Trust is a financial advisory firm based out of Morristown, NJ. The company has a total of 48 employees. It oversees $4 billion in assets among its 2,675 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 50 charitable organizations. Of its 2,675 client accounts, 67% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely depend on which services are offered. However, fees billed by Beacon Trust most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Trust Brokerage Details
$3,459,000,000
48
2,675
$1,293,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Brian Mcgann Work History
Brian has been registered as a financial advisor for 5 years.*
Beacon Investment Advisory Services, Inc
Ubs
Hsbc Bank Usa Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Mcgann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Trust
Bohemia, NY
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
