George G. Macdonald

BEACON HARBOR WEALTH ADVISORS

Virginia Beach, VA 23452

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CRD#: 1676680

Professional summary

George Gardes Macdonald JR is a registered financial advisor currently at BEACON HARBOR WEALTH ADVISORS located in Virginia Beach, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. George has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

BEACON HARBOR WEALTH ADVISORS, INC.; INV. RELATED; VIRGINIA BEACH, VA; CO-OWNER; START DATE 12/2018; 10 HRS PER MONTH; 5 HRS DURING TRADING; DUTIES: CO-PRESIDENT & CEO. GUARDIAN PARTNERS LLC; INV. RELATED; VIRGINIA BEACH, VA; CO-OWNER; START DATE 8/1/2018; 5 HRS PER MONTH; 0 HRS DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Gardes Macdonald 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

May 16, 2019 - Present

BEACON HARBOR WEALTH ADVISORS

Office #1: 440 Viking Drive, Suite 200, Virginia Beach, VA 23452

RIA

CRD#: 300243

Virginia Beach, VA

Past

September 12, 2007 - May 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

VIRGINIA BEACH, VA

Past

September 12, 2007 - May 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

VIRGINIA BEACH, VA

Past

July 7, 1998 - September 13, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VIRGINIA BEACH, VA

Past

November 17, 1997 - September 13, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VIRGINIA BEACH, VA

Past

June 20, 1996 - August 18, 1997

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

January 4, 1995 - January 3, 1996

INVESTORS SECURITY COMPANY, INC.

CRD#: 2331

SUFFOLK, VA

Past

August 23, 1990 - December 31, 1993

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

June 26, 1987 - October 20, 1988

SCOTT & STRINGFELLOW, INC.

CRD#: 3309

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.

CRD#: 300243 / SEC#: 801-114773

RIA

Registered Investment Advisory firm - (2/11/2019 Approved)

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
(5/16/2019)

IAR

Virginia
(5/21/2019)

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

IAR

Series 65

Date: 2/10/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/1987

General Securities Representative Examination

Current Firm

BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.

CRD#: 300243 / SEC#: 801-114773

RIA

Registered Investment Advisory firm - (2/11/2019 Approved)

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Contact information

Main Address

440 Viking Drive, Suite 200, Virginia Beach, VA 23452

Mailing Address

Phone number

(757) 644-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/9/2025)

WRAP PROGRAM BROCHURE (2/10/2025)

Regulatory assets under management

Total Number of Accounts	1,599
AUM (Assets Under Management)	$ 625,592,439

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2024	Cover Page	Report
11/01/2023	Cover Page	Report
01/12/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

George G. Macdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Gardes Macdonald JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADVANTAGE CAPITAL CORPORATION

INVESTORS SECURITY COMPANY, INC.

VOYA FINANCIAL ADVISORS, INC.

SCOTT & STRINGFELLOW, INC.

Primary Firm SEC Registration

BEACON HARBOR WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/1998

Series 63

Date: 6/30/1987

SIE

Date: 10/1/2018

Series 7

Date: 6/20/1987

Current Firm

BEACON HARBOR WEALTH ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEACON HARBOR WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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