Best Investors Account Sign in
Inactive

William Daniel Butler

Beacon Trust

New York, NY

CRD 2226124

Claim This Profile
Employer firm

Beacon Trust CRD 226547

$4.44B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Trust

163 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-12-14
  • NJ RA
    APPROVED
    Since 2020-12-14

Branch Locations

400 Park Avenue 16Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tirschwell & Loewy (Beacon Trust) New York NY 08/2007 Present
  • 08/2007 → Present
    Tirschwell & Loewy (Beacon Trust)
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-04-13
  • S63 Uniform Securities Agent State Law Examination
    1992-04-13
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor