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Brian McGann

Beacon Trust

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About Brian McGann

Brian McGann is a registered investment advisor representative with Beacon Trust. Brian has been in the financial services industry for over 25 years. Brian has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and investment companies. Brian is committed to providing personalized financial advice and services to his clients.

Firm Information

Brian McGann is currently registered with Beacon Trust. Beacon Trust is an investment advisor headquartered in Morristown, New Jersey. The firm manages approximately $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Trust provides financial planning, portfolio management, and consulting services.
Beacon Trust

163 MADISON AVENUE

MORRISTOWN, NJ 07960

$4.02B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian McGann’s Registration & Firm History

NJ

01/12/2018 - Present

Beacon Trust (MORRISTOWN NJ)

NJ

10/27/2015 - 09/12/2017

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

07/27/2007 - 04/01/2008

J.P. MORGAN SECURITIES INC. (PRINCETON NJ)

NY

01/01/2005 - 07/02/2007

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

09/03/1993 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/1995

Series 4 - Registered Options Principal Examination

BC

Issued 11/03/1994

Series 24 - General Securities Principal Examination

BC

Issued 09/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian McGann.
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