Brian Mcgann
Professional summary
Brian Mcgann, who also goes by Brian Michael Mcgann, is a registered financial advisor currently at BEACON TRUST located in Morristown, New Jersey.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brian has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Mcgann's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2018 - Present
BEACON TRUST
Office #1: 163 Madison Avenue, Morristown, NJ 07960December 2, 2015 - September 12, 2017
UBS FINANCIAL SERVICES INC.
October 27, 2015 - September 12, 2017
UBS FINANCIAL SERVICES INC.
November 2, 2007 - April 1, 2008
J.P. MORGAN SECURITIES INC.
July 27, 2007 - April 1, 2008
J.P. MORGAN SECURITIES INC.
January 1, 2005 - July 2, 2007
HSBC SECURITIES (USA) INC.
September 3, 1993 - January 1, 2005
HSBC BROKERAGE (USA) INC.
Primary Firm SEC Registration
BEACON TRUST
CRD#: 226547 / SEC#: 801-96256
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2018)
Exams
Current Firm
BEACON TRUST
CRD#: 226547 / SEC#: 801-96256
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,889 |
| AUM (Assets Under Management) | $ 4,352,787,884 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/10/2025 | ||
| 12/18/2023 | ||
| 10/25/2022 |
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.
