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Tamara A Cronin

BEACON CAPITAL
Darien, CT
·CRD# 1396184·30 years experience

Professional Summary

Tamara A Cronin, who also goes by Tamara Cronin Napoletano, is a registered financial advisor currently at BEACON CAPITAL, LLC located in Darien, Connecticut. Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Tamara has worked at 1 firm and has passed the Series 2 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tamara Cronin Napoletano

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

30 years in the financial services industry

Current & Past Employments

BEACON CAPITAL, LLC·CRD# 127583
RIA
30 Old Kings Highway South Suite 214, Darien, CT 06820
June 30, 2002 - Present

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Current Firm

BC
BEACON CAPITAL, LLC

BEACON CAPITAL, LLC

CRD#: 127583
Connecticut
Registered Investment Advisory firm - Connecticut (4/22/1999 Approved)

Contact Information

Main Address

30 Old Kings Highway South Suite 200, Darien, CT 06820

Phone Number

(203) 662-3415

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

149

AUM (Assets Under Management)

$61,200,223

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I serve as a Volunteer Treasurer and member of the Board of Directors of Norwalk Congregate Homes for the Elderly, d/b/a Broad River Homes, 108 New Canaan Ave., Norwalk, CT 06850. I have been Treasurer since 1998. The facility provides congregate housing for the low-income elderly. I spend one hour a month in this capacity during non-business hours and one hour per month during business hours reviewing the charity's portfolio and preparing reports to the Board.

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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.
IAR
Connecticut
(6/30/2002)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 2 — Non-Member General Securities Examination

Passed Jun 1996

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CRS (Client Relationship Summary) - RIA

Click below to view Tamara A Cronin's CRS (Customer Relationship Summary).

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