Richard P. Cancelmo

BEACON ADVISORS

SAN ANTONIO, TX 78759

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CRD#: 1027911

Professional summary

Richard Peter Cancelmo JR is a registered financial advisor currently at BEACON ADVISORS located in San Antonio, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Richard has worked at 5 firms and has passed the Series 63, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)BRIDGEWAY CAPITAL MANAGEMENT IN HOUSTON, TX. PARTNER AND PORTFOLIO MANAGER. 2)EDLOE STREET, HOUSTON, TX, LIMITED PARTNER, REAL ESTATE, 0 HOURS PER MONTH, NO COMPENSATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Peter Cancelmo JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 4, 2025 - Present

BEACON ADVISORS

Office #1: 7898 Broadway, San Antonio, TX 78759

RIA

CRD#: 335101

SAN ANTONIO, TX

Past

April 26, 2004 - July 12, 2010

FORESIDE FUND SERVICES, LLC

CRD#: 46106

HOUSTON, TX

Past

March 29, 2001 - June 7, 2024

BRIDGEWAY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 111441

HOUSTON, TX

Past

January 1, 1991 - September 22, 1995

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

March 25, 1982 - January 1, 1991

ROTAN MOSLE INC.

CRD#: 727

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/26/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/2/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 11/29/1982

Registered Options Principal Examination

Current Firm

BEACON ADVISORS

BEACON ADVISORS | BEACON ADVISORS HOLDINGS, LLC

CRD#: 335101 / SEC#: 801-132925

RIA

Registered Investment Advisory firm - (6/4/2025 120-Day Approval)

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Contact information

Main Address

9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759

Mailing Address

Phone number

(512) 612-4884

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON ADVISORS HOLDINGS, LLC ADV PART 2A FIRM BROCHURE (9/25/2025)

BEACON ADVISORS HOLDINGS, LLC ADV PART 2 WRAP FEE BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	117
AUM (Assets Under Management)	$ 256,729,051

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard P. Cancelmo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Peter Cancelmo JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON ADVISORS

FORESIDE FUND SERVICES, LLC

BRIDGEWAY CAPITAL MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

ROTAN MOSLE INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/26/2005

Series 7

Date: 3/2/1982

Series 4

Date: 11/29/1982

Current Firm

BEACON ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON ADVISORS

TRUST BUT VERIFY

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