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BEACON FINANCIAL ADVISORS

RYE BROOK, NY · CRD 119672 · IAPD ↗ · beaconfinadv.com · (914) 872-4040

$228.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — BEACON FINANCIAL ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.