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Connor Brett Abernathy

Beacon Financial Advisors

Rye Brook, NY

CRD 7944242

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Employer firm

Beacon Financial Advisors CRD 119672

$228M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Beacon Financial Advisors

800 Westchester Avenue Suite 641 North, Rye Brook, NY 10573-1360 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-15
  • NY RA
    APPROVED
    Since 2024-07-15

Branch Locations

800 Westchester Avenue Suite 641 North, Rye Brook, NY 10573-1360 • 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
J.P. Morgan Securities Llc New York NY 06/2024 07/2024
Jpmorgan Chase Bank, N.A. New York NY 07/2023 06/2024
First Republic Bank New York NY 03/2019 07/2023
Success Academy Charter Schools New York NY 10/2013 02/2019
Beacon Financial Advisors Rye Brook NY 07/2024 Present
  • 06/2024 → 07/2024
    J.P. Morgan Securities Llc
    New York, NY
  • 07/2023 → 06/2024
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 03/2019 → 07/2023
    First Republic Bank
    New York, NY
  • 10/2013 → 02/2019
    Success Academy Charter Schools
    New York, NY
  • 07/2024 → Present
    Beacon Financial Advisors
    Rye Brook, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-05
  • S65 Uniform Investment Adviser Law Examination
    2023-12-05
Other Names
  • Connor B Abernathy
  • Connor Abernathy

View on SEC IAPD

Nearby Firms

SCHULTZE ASSET MANAGEMENT, LP
MEYER HANDELMAN COMPANY LLC
RESOLUTION CAPITAL (US) LIMITED

Nearby Investors

JESSICA MICHELLE DEMLER
MARTHA L RAGHUNAUTH
MASAHIRO ALBERTO YAMAZAKI

Nearby Offices

SCHULTZE ASSET MANAGEMENT, LP · RYE BROOK, NY
MEYER HANDELMAN COMPANY LLC · RYE BROOK, NY
RESOLUTION CAPITAL (US) LIMITED · RYE BROOK, NY

More in Rye Brook, NY

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