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 working in Dayton, Ohio, who has been in the industry for 11 years. Gaglione currently works for Beacon Capital Management, Inc. Their career trajectory has included roles at Wal-Mart, Tom'S Mulch And Landscaping, Beacon Capital Management, Beacon Capital Management, Inc and Student. Gaglione has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Ohio. Beacon Capital Management, Inc is a registered investment firm that has its headquarters in Dayton, Ohio. It administers $5 billion in assets across its 15,094 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 12 charities and foundations. Of its 15,094 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. The business provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors largely vary depending on which services are provided. Fee types billed by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

11 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

Disclosures

No

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

$4,744,090,206

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

22

OH Average: 34
Total Number of Accounts

15,094

OH Average: 1,972
Average Account Size

$314,303

OH Average: $1,068,125

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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 11 years of experience.

2017 - Present (5 years)

Beacon Capital Management, Inc

2015 - Present (7 years)

Beacon Capital Management

2014 - 2015 (1 year)

Student

2013 - 2014 (1 year)

Tom'S Mulch And Landscaping

2012 - 2012 (< 1 year)

Wal-Mart

2012 - 2013 (1 year)

Student

2011 - 2012 (1 year)

Student

Disclosures

Vincent Gaglione has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Beacon Capital Management, Inc

Tyler Mays
Dayton, OH
Kerry Cahill
Dayton, OH
Jesse Howie
Dayton, OH
John Henseler
Dayton, OH
Gregory Bonzagni
Dayton, OH
Melissa Scheuerman
Dayton, OH
Vincent Gaglione
Dayton, OH
Bill Lowe
Dayton, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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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