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RH

Robert F. Huston

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CRD#: 2390745
RH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Frederick Huston, who also goes by Fred Huston, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 16 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred Huston

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 6, 2023 - November 19, 2024

BEACON CAPITAL MANAGEMENT, INC.

RIA
CRD#: 120641
DAYTON, OH
Past

January 6, 2023 - November 19, 2024

SAMMONS FINANCIAL NETWORK, LLC

BD
CRD#: 158538
WEST DES MOINES, IA
Past

June 10, 2022 - October 17, 2022

OSAIC WEALTH, INC.

RIA
CRD#: 23131
LOVELAND, OH
Past

June 9, 2022 - October 17, 2022

OSAIC WEALTH, INC.

BD
CRD#: 23131
LOVELAND, OH
Past

January 25, 2022 - May 18, 2022

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

January 12, 2021 - January 19, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
CINCINNATI, OH
Past

August 10, 2020 - January 19, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
CINCINNATI, OH
Past

February 21, 2018 - August 28, 2018

DESTRA CAPITAL ADVISORS LLC

RIA
CRD#: 148574
Loveland, OH
Past

December 12, 2011 - August 28, 2018

DESTRA CAPITAL INVESTMENTS LLC

BD
CRD#: 148299
Chicago, IL
Past

October 25, 2011 - December 8, 2011

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
CINCINNATI, OH
Past

April 30, 2007 - August 18, 2008

TD AMERITRADE, INC.

RIA
CRD#: 7870
SCOTTSDALE, AZ
Past

April 30, 2007 - August 18, 2008

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SCOTTSDALE, AZ
Past

April 23, 2007 - August 18, 2008

TD AMERITRADE, INC.

BD
CRD#: 7870
SCOTTSDALE, AZ
Past

November 1, 2006 - April 3, 2007

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
GILBERT, AZ
Past

October 20, 2006 - April 3, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
GILBERT, AZ
Past

July 12, 2005 - October 13, 2006

INVESTACORP, INC.

BD
CRD#: 7684
LOVELAND, OH
Past

June 7, 2004 - June 29, 2005

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
CINCINNATI, OH
Past

October 13, 2003 - June 29, 2005

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

August 6, 2001 - March 8, 2002

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

March 15, 2000 - January 31, 2001

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
WINDSOR, CT
Past

August 20, 1993 - February 25, 2000

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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".
BC
BEACON CAPITAL MANAGEMENT, INC.
BEACON CAPITAL MANAGEMENT, INC. | ZERO COMMISSION PORTFOLIOS

CRD#: 120641 / SEC#: 801-61249

RIA
Registered Investment Advisory firm - (6/13/2002 Approved)
Florida
Registered Investment Advisory firm - (6/6/2002 Cancelled)
Indiana
Registered Investment Advisory firm - (2/25/2003 Terminated)
New York
Registered Investment Advisory firm - (1/14/2003 Terminated)
Ohio
Registered Investment Advisory firm - (1/1/2001 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/21/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BC
BEACON CAPITAL MANAGEMENT, INC.
BEACON CAPITAL MANAGEMENT, INC. | ZERO COMMISSION PORTFOLIOS

CRD#: 120641 / SEC#: 801-61249

RIA
Registered Investment Advisory firm - (6/13/2002 Approved)
Florida
Registered Investment Advisory firm - (6/6/2002 Cancelled)
Indiana
Registered Investment Advisory firm - (2/25/2003 Terminated)
New York
Registered Investment Advisory firm - (1/14/2003 Terminated)
Ohio
Registered Investment Advisory firm - (1/1/2001 Terminated)
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Contact information


Main Address
7777 Washington Village Drive Suite 280, Dayton, OH 45459
Mailing Address
Phone number
(937) 439-9093
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON CAPITAL - FORM ADV PART 2A (8/30/2025)

Regulatory assets under management


Total Number of Accounts13,893
AUM (Assets Under Management)$ 4,669,480,758

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 MANAGEMENT, INC.

CRD#: 120641

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