Darrell R. Beahon

MILLENNIAL ADVISERS.

Warren, PA 16365

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CRD#: 2107480

Professional summary

Darrell R Beahon, who also goes by Darrell Richard Beahon, is a registered financial advisor currently at MILLENNIAL ADVISERS, LLC. located in Warren, Pennsylvania.

Darrell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Darrell has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darrell Richard Beahon

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) DARRELL BEAHON; NOT INVESTMENT-RELATED; RENTAL PROPERTY; PA; RENTAL PROPERTIES; OWNER; TWO RENTAL PROPERTIES RESIDENTIAL. 2) DARRELL BEAHON; NOT INVESTMENT-RELATED; HORSE BOARDING AND LESSONS; OWNER; BOARDING AND LESSON FACILITY ON PROPERTY; MY WIFE HAS A HORSE BOARDING AND LESSON FACILITY ON OUR PROPERTY (ALLEGHENY RIVER RANCH). 3) THE FINANCIAL EDGE, LLC - DBA; INVESTMENT-RELATED; 315 2ND AVENUE, SUITE 203, WARREN, PA 16365; SECURITIES; FINANCIAL ADVISOR/CEO; START DATE: 08/2017; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING SECURITIES TRADING; STOCKS, BONDS, MUTUAL FUNDS, UIT, ETF, ANNUITIES, RETIREMENT PLANNING, AND INVESTMENT ADVISE. 4) BEAHON FINANCIAL, LLC; NOT INVESTMENT-RELATED; PRESIDENT/CFO; START DATE 06/2021; ZERO HOURS. FOR TAX PURPOSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrell R Beahon'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

January 27, 2020 - Present

MILLENNIAL ADVISERS, LLC.

Office #1: 315 Second Ave, Warren, PA 16365

RIA

CRD#: 170847

Warren, PA

Past

August 29, 2018 - December 31, 2019

MILLENNIAL ADVISERS, LLC.

RIA

CRD#: 170847

NEW YORK, NY

Past

July 26, 2018 - May 19, 2023

ALLIED MILLENNIAL PARTNERS, LLC

CRD#: 16569

Warren, PA

Past

August 10, 2017 - July 24, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

WARREN, PA

Past

August 10, 2017 - July 24, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

WARREN, PA

Past

September 30, 2016 - August 18, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

OLEAN, NY

Past

March 10, 2009 - August 18, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

OLEAN, NY

Past

November 30, 2005 - March 10, 2009

BUTLER, WICK & CO., INC.

CRD#: 120

WARREN, PA

Past

January 17, 2003 - December 20, 2005

ADVEST, INC.

CRD#: 10

WARREN, PA

Past

April 21, 1999 - January 21, 2003

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

December 23, 1994 - April 21, 1999

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

January 17, 1994 - December 23, 1994

PNC CAPITAL MARKETS LLC

CRD#: 15647

PITTSBURGH, PA

Past

January 1, 1991 - April 14, 1993

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

November 27, 1990 - January 1, 1991

BUTCHER & SINGER INC.

CRD#: 6517

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".

MILLENNIAL ADVISERS, LLC.

EJ STERLING LLC | MILLENNIAL ADVISERS, LLC. | FINANCIAL EDGE, LLC - DBA | EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 170847 / SEC#: 801-118627

RIA

Registered Investment Advisory firm - (5/1/2020 Approved)

California

Registered Investment Advisory firm - (7/30/2020 Terminated)

Connecticut

Registered Investment Advisory firm - (7/2/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (7/1/2020 Terminated)

Maryland

Registered Investment Advisory firm - (8/3/2020 Terminated)

New Jersey

Registered Investment Advisory firm - (8/17/2020 Terminated)

New York

Registered Investment Advisory firm - (6/30/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (7/1/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/30/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(8/7/2020)

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: 1/31/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/4/1990

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: 11/26/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 4/15/2003

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 3/25/2003

General Securities Sales Supervisor - General Module Examination

Current Firm

MILLENNIAL ADVISERS, LLC.

EJ STERLING LLC | MILLENNIAL ADVISERS, LLC. | FINANCIAL EDGE, LLC - DBA | EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 170847 / SEC#: 801-118627

RIA

Registered Investment Advisory firm - (5/1/2020 Approved)

California

Registered Investment Advisory firm - (7/30/2020 Terminated)

Connecticut

Registered Investment Advisory firm - (7/2/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (7/1/2020 Terminated)

Maryland

Registered Investment Advisory firm - (8/3/2020 Terminated)

New Jersey

Registered Investment Advisory firm - (8/17/2020 Terminated)

New York

Registered Investment Advisory firm - (6/30/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (7/1/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/30/2020 Terminated)

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Contact information

Main Address

Three World Financial 200 Vesey Street 24th Floor, New York, NY 10281

Mailing Address

Phone number

(646) 532-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILLENNIAL ADVISERS LLC BROCHURE 10.07.2025 (10/8/2025)

Regulatory assets under management

Total Number of Accounts	380
AUM (Assets Under Management)	$ 58,664,613

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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Firm Stability Insights

Darrell R. Beahon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrell R Beahon's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLENNIAL ADVISERS, LLC.

ALLIED MILLENNIAL PARTNERS, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BUTLER, WICK & CO., INC.

ADVEST, INC.

J.J.B. HILLIARD, W.L. LYONS, LLC

PNC BROKERAGE CORP

PNC CAPITAL MARKETS LLC

FIRST UNION CAPITAL MARKETS CORP.

BUTCHER & SINGER INC.

Primary Firm SEC Registration

MILLENNIAL ADVISERS, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/1991

Series 63

Date: 12/4/1990

SIE

Date: 10/1/2018

Series 7

Date: 11/26/1990

Series 9

Date: 4/15/2003

Series 10

Date: 3/25/2003

Current Firm

MILLENNIAL ADVISERS, LLC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILLENNIAL ADVISERS, LLC.

TRUST BUT VERIFY

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