William Daniel Butler
Professional Summary
William Daniel Butler is a registered financial advisor currently at BEACON TRUST located in New York, New York. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 4 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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
34 years in the financial services industry
Current & Past Employments
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Current Firm
BEACON INVESTMENT ADVISORY SERVICES, INC. | TIRSCHWELL LOEWY & FRIEDNER INVESTMENTS | BEACON TRUST
Contact Information
Main Address
163 Madison Avenue, Morristown, NJ 07960Phone Number
(973) 377-8090# of Employees
51SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,939AUM (Assets Under Management)
$4,442,205,744Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2025 | Cover Page | Report |
| 03/10/2025 | Cover Page | Report |
| 12/18/2023 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BEACON INVESTMENT ADVISORY SERVICES, INC. | TIRSCHWELL LOEWY & FRIEDNER INVESTMENTS | BEACON TRUST
State Registrations and Notice Filings
(12/14/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Daniel Butler's CRS (Customer Relationship Summary).
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