Stephen J. Cribley

BEACON FINANCIAL GROUP

Aurora, OH 44202

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CRD#: 2803870

Professional summary

Stephen James Cribley, CFP® is a registered financial advisor currently at BEACON FINANCIAL GROUP, INC. located in Aurora, Ohio.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stephen has worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) Beacon Financial Group, Inc. 173 S Chillicothe Rd, Aurora, OH 44202. RIA. 120 hrs/mo; 6 during trading hrs. 2) Treasurer of Blue Ribbon Schools Committee. Promote School Levies. Treasurer. 1 hr/mo; 0 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Cribley'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®

CFP^®

Certified Financial Planner

Experience

Current

February 28, 2022 - Present

BEACON FINANCIAL GROUP, INC.

Office #1: 173 South Chillicothe Road, Aurora, OH 44202

RIA

CRD#: 317775

Aurora, OH

Past

February 22, 2022 - December 14, 2022

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Aurora, OH

Past

April 24, 2014 - February 24, 2022

OSAIC FA, INC.

RIA

CRD#: 3978

CLEVELAND, OH

Past

April 23, 2014 - February 24, 2022

OSAIC FA, INC.

CRD#: 3978

CLEVELAND, OH

Past

September 3, 2013 - December 31, 2013

CETERA WEALTH SERVICES, LLC

CRD#: 13572

VALLEY VIEW, OH

Past

October 1, 2012 - December 23, 2013

FINANCIAL MANAGEMENT STRATEGIES, INC.

RIA

CRD#: 120818

VALLEY VIEW, OH

Past

September 7, 2012 - September 3, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

VALLEY VIEW, OH

Past

March 15, 2011 - August 28, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BEACHWOOD, OH

Past

March 11, 2011 - August 28, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BEACHWOOD, OH

Past

February 15, 2006 - October 1, 2009

OSAIC FA, INC.

RIA

CRD#: 3978

CLEVELAND, OH

Past

February 14, 2006 - May 8, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

CLEVELAND, OH

Past

February 14, 2006 - October 1, 2009

OSAIC FA, INC.

CRD#: 3978

CLEVELAND, OH

Past

May 9, 2005 - November 4, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

August 29, 2001 - March 3, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 29, 2001 - March 3, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

January 20, 1997 - October 20, 1997

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

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 GROUP, INC.

CRD#: 317775 / SEC#: 801-122901

RIA

Registered Investment Advisory firm - (12/17/2021 Approved)

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

Ohio
(2/28/2022)

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 66

Date: 5/6/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/17/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEACON FINANCIAL GROUP, INC.

CRD#: 317775 / SEC#: 801-122901

RIA

Registered Investment Advisory firm - (12/17/2021 Approved)

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Contact information

Main Address

173 South Chillicothe Road, Aurora, OH 44202

Mailing Address

Phone number

(216) 998-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,298
AUM (Assets Under Management)	$ 745,926,980

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

Stephen J. Cribley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen James Cribley's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

OSAIC FA, INC.

OSAIC FA, INC.

CETERA WEALTH SERVICES, LLC

FINANCIAL MANAGEMENT STRATEGIES, INC.

WALNUT STREET SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LPL FINANCIAL LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

NATIONWIDE SECURITIES, LLC

Primary Firm SEC Registration

BEACON FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2001

Series 6

Date: 1/17/1997

Current Firm

BEACON FINANCIAL GROUP, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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