Vincent
Gaglione

Beacon Capital Management, Inc

CRD#6742835
Investment Advisor
in Dayton, OH

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About this Advisor

Vincent Gaglione is a financial advisor based in Dayton, Ohio with a total of 6 years of industry experience. Gaglione is an advisor for Beacon Capital Management, Inc. During their career, Gaglione has held roles at Tom'S Mulch And Landscaping, Beacon Capital Management, Beacon Capital Management, Inc and Student. Gaglione maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Ohio. Beacon Capital Management, Inc is a financial advisory business operating out of Dayton, OH. It manages $5 billion in assets among its 16,372 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 16,372 client accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial advisory fees vary depending on which services the firm provides the client. Fee types charged by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

7777 Washington Village Drive Suite 280
Dayton, OH 45459

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Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,922,296,385

OH Average: $2,106,341,625
Total Number of Employees

25

OH Average: 34
Total Number of Accounts

16,372

OH Average: 1,972
Average Account Size

$300,653

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Vincent Gaglione Work History

Vincent has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Beacon Capital Management, Inc

2015 - Present (9 years)

Beacon Capital Management

2014 - 2015 (1 year)

Student

2013 - 2014 (1 year)

Tom'S Mulch And Landscaping

2012 - 2013 (1 year)

Student

*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 Vincent Gaglione 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 Capital Management, Inc

Tyler Mays
Dayton, OH
Thomas Corner
Dayton, OH
Emily Damman
Dayton, OH
Isaiah Stegman
Sac City, IA
Vincent Gaglione
Dayton, OH
Brian Thomson
Dayton, OH
Brett Agnew
Dayton, OH
Kerry Cahill
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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