Benjamin
Robins

Beacon Financial Advisors

CRD#6079352
Investment Advisor
in Port Chester, NY

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About this Advisor

Benjamin Robins is a financial advisor based in Port Chester, New York, working with Beacon Financial Advisors. Benjamin has previously held positions at Barclays Capital Inc and Beacon Financial Advisors, Inc. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Benjamin is part of Beacon Financial Advisors, which operates out of Port Chester, New York. The firm has 3 employees and manages assets totaling $181.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Beacon Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

800 Westchester Avenue Suite 641 North
Port Chester, NY 10573-1360

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Beacon Financial Advisors Brokerage Details

Total Assets Under Management

$181,202,193

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

338

NY Average: 3,892
Average Account Size

$536,101

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Benjamin Robins Work History

2015 - Present (9 years)

Beacon Financial Advisors, Inc

2012 - 2015 (3 years)

Barclays Capital Inc

Disclosures

Please visit the SEC profile of Benjamin Robins 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 Financial Advisors

Benjamin Robins
Port Chester, NY
Ronald Robins
Port Chester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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