Patricia A. Hall
Professional summary
Patricia Anne Hall, CFP®, who also goes by Patricia Anne Bell, is a registered financial advisor currently at BEACON TRUST located in Morristown, New Jersey.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Patricia has worked at 3 firms and has passed the Series 2 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Anne Hall's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1986
Experience
July 8, 2015 - Present
BEACON TRUST
Office #1: 163 Madison Avenue, Morristown, NJ 07960January 13, 2004 - December 31, 2015
THE MDE GROUP, INC.
June 19, 2002 - December 31, 2002
THE MDE GROUP, INC.
May 21, 1985 - November 23, 1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
BEACON TRUST
CRD#: 226547 / SEC#: 801-96256
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/2015)
Exams
Series 2
Date: 5/11/1995
Non-Member General Securities ExaminationCurrent Firm
BEACON TRUST
CRD#: 226547 / SEC#: 801-96256
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,889 |
| AUM (Assets Under Management) | $ 4,352,787,884 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/10/2025 | ||
| 12/18/2023 | ||
| 10/25/2022 |
Red Flags
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