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Tamara A. Cronin

BEACON CAPITAL
Darien, CT 06820
Some features on this profile are disabled
CRD#: 1396184
TC

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tamara Cronin Napoletano

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.
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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Tamara A Cronin's 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 30, 2002 - Present

BEACON CAPITAL, LLC

Office #1: 30 Old Kings Highway South Suite 214, Darien, CT 06820
RIA
CRD#: 127583
Darien, CT

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
Connecticut
(6/30/2002)

Exams


General Industry/Product Exam
RR
Series 2
Date: 6/24/1996
Non-Member General Securities Examination

Current Firm


BC
BEACON CAPITAL, LLC
BEACON CAPITAL, LLC

CRD#: 127583 / SEC#:

Connecticut
Registered Investment Advisory firm - (4/22/1999 Approved)
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Contact information


Main Address
30 Old Kings Highway South, Darien, CT 06820
Mailing Address
Phone number
(203) 662-3415
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts81
AUM (Assets Under Management)$ 55,699,147

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.

Company Information


BEACON CAPITAL, LLC

CRD#: 127583Darien, CT 06820

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