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Michael Ryan Sunderland

Beacon Wealth Consultants, Inc.

Lemont, PA

Roanoke, VA

CRD 6880690

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2017-11-10
  • PA RA
    APPROVED
    Since 2017-11-10

Branch Locations

Lemont, PA • 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
OrganizationCityStateFromTo
Beacon Wealth Consultants Roanoke VA 10/2017 Present
21:5 Financial Network Lemont PA 01/2016 10/2017
  • 10/2017 → Present
    Beacon Wealth Consultants
    Roanoke, VA
  • 01/2016 → 10/2017
    21:5 Financial Network
    Lemont, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-25
  • S65 Uniform Investment Adviser Law Examination
    2017-10-25

View on SEC IAPD

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