Inactive

Chase Cavanaugh

Beacon Wealth Consultants, Inc.

CRD 7504171

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Employer firm

Beacon Wealth Consultants, Inc. CRD 154939

$278M regulatory AUM 4 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
ESTATE ADMINISTRATION, LEGACY COACHING

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

Current Employers

Beacon Wealth Consultants, Inc.

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-11-17

NY RA
APPROVED

Since 2025-11-17

Branch Locations

Phoenix, NY • United States

302 Washington Ave. Sw, Roanoke, VA 24016-4312 • 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

Organization	City	State	From	To
Cadaret. Grant & Co., Inc.	Syracuse	NY	02/2022	Present
Unemployed	Phoenix	NY	02/2012	09/2020
Quickline Capital Partners	Liverpool	NY	10/2020	02/2021
Unemployed	Phoenix	NY	02/2021	02/2022
Grove Point Investments	Syracuse	NY	09/2024	Present

02/2022 → Present

Cadaret. Grant & Co., Inc.

Syracuse, NY
02/2012 → 09/2020

Unemployed

Phoenix, NY
10/2020 → 02/2021

Quickline Capital Partners

Liverpool, NY
02/2021 → 02/2022

Unemployed

Phoenix, NY
09/2024 → Present

Grove Point Investments

Syracuse, NY

Previous Registrations

2024-10-21 → 2025-08-01

Cadaret, Grant & Co., Inc.

Syracuse, NY

Syracuse, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-18

S66 Uniform Combined State Law Examination

2024-10-18

View on SEC IAPD

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