Lawrence Kronick

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CRD#: 275819

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.

Lawrence Kronick, who also goes by Larry Kronick, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1973. Lawrence had worked at 10 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Larry Kronick

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.

LIFE INSURANCE SETTLEMENTS POSITION: AGENT FOR CLIENT WHO DESIRES TO SELL THEIR LIFE INSURANCE POLICY NATURE: LIFE INSURANCE SETTLEMENT SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 12/10/2014 ADDRESS: 25800 SCIENCE PARK #100, BEACHWOOD OH 44122 DESCRIPTION: ACTING ON BEHALF OF MY CLIENT WHO NO LONGER DESIRES TO PAY PREMIUMS ON THEIR LIFE INSURANCE POLICY AND WANTS TO SELL THEIR POLICY. FIXED LIFE INSURANCE ANNUITY SALES POSITION: Sales NATURE: sale of fixed insurance and annuity products INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 10500 START DATE: 05/01/2013 ADDRESS: 25825 Science Park, Suite 110, Cleveland OH 44122, United States DESCRIPTION: Sale of fixed life insurance and annuity products BEACON FINANCIAL ADVISORY, LLC POSITION: I am a Financial Advisor (IAR) NATURE: Financial Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 25 START DATE: 06/15/2015 ADDRESS: 25825 Science Park #110, Beachwood OH 44122, United States DESCRIPTION: Providing advice and allocating client accounts

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

June 26, 2015 - July 11, 2022

BEACON FINANCIAL ADVISORY LLC

RIA

CRD#: 174334

CLEVELAND, OH

Past

June 5, 2012 - July 8, 2022

CAPITAL ANALYSTS

RIA

CRD#: 162200

CLEVELAND, OH

Past

June 1, 2012 - July 20, 2015

LINCOLN INVESTMENT

RIA

CRD#: 519

Cleveland, OH

Past

June 1, 2012 - July 8, 2022

LINCOLN INVESTMENT

CRD#: 519

Cleveland, OH

Past

April 26, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

CLEVELAND, OH

Past

April 23, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CLEVELAND, OH

Past

January 17, 2007 - May 21, 2010

SANDERS MORRIS LLC

RIA

CRD#: 20580

BEACHWOOD, OH

Past

January 16, 2007 - May 21, 2010

SANDERS MORRIS LLC

CRD#: 20580

BEACHWOOD, OH

Past

January 1, 2000 - January 4, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

CLEVELAND, OH

Past

July 18, 1983 - January 18, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

March 28, 1982 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

March 28, 1982 - January 4, 2007

OSAIC FA, INC.

CRD#: 3978

CLEVELAND, OH

Past

January 13, 1978 - June 8, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

CLEVELAND, OH

Past

August 1, 1973 - February 19, 1978

NYLIFE SECURITIES LLC

CRD#: 5167

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 FINANCIAL ADVISORY LLC

BEACON FINANCIAL ADVISORY LLC | TARTAN WEALTH MANAGEMENT | PISTONE WEALTH ADVISORS | FNA WEALTH MANAGEMENT LTD | BEACON FINANCIAL PARTNERS

CRD#: 174334 / SEC#: 801-108381

RIA

Registered Investment Advisory firm - (9/12/2016 Approved)

Ohio

Registered Investment Advisory firm - (9/14/2016 Terminated)

Texas

Registered Investment Advisory firm - (9/14/2016 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 9/24/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 7/21/1973

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/22/1993

General Securities Principal Examination

Current Firm

BEACON FINANCIAL ADVISORY LLC

BEACON FINANCIAL ADVISORY LLC | TARTAN WEALTH MANAGEMENT | PISTONE WEALTH ADVISORS | FNA WEALTH MANAGEMENT LTD | BEACON FINANCIAL PARTNERS

CRD#: 174334 / SEC#: 801-108381

RIA

Registered Investment Advisory firm - (9/12/2016 Approved)

Ohio

Registered Investment Advisory firm - (9/14/2016 Terminated)

Texas

Registered Investment Advisory firm - (9/14/2016 Terminated)

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Contact information

Main Address

25825 Science Park Drive Suite 110, Cleveland, OH 44122

Mailing Address

Phone number

(216) 910-1850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/7/2025)

WRAP FEE PROGRAM (3/7/2025)

Regulatory assets under management

Total Number of Accounts	2,083
AUM (Assets Under Management)	$ 677,635,130

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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Advisor Monitoring

Firm Stability Insights

Lawrence Kronick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

SANDERS MORRIS LLC

SANDERS MORRIS LLC

OSAIC FA, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

LINCOLN NATIONAL PENSION INSURANCE COMPANY

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

BEACON FINANCIAL ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/2009

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 7/21/1973

Series 24

Date: 11/22/1993

Current Firm

BEACON FINANCIAL ADVISORY LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL ADVISORY LLC

TRUST BUT VERIFY

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