Francis E. Collins

BEACON INVESTMENT ADVISERS

NORTHAMPTON, MA 01060

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CRD#: 4942757

Professional summary

Francis Edward Collins is a registered financial advisor currently at BEACON INVESTMENT ADVISERS, LLC located in Northampton, Massachusetts.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Francis has worked at 1 firm .

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.

FRANCIS E. COLLINS, P.C. LAW FIRM - PRINCIPAL 1973 TO PRESENT -- 20 HRS/WEEK COLLINS REALTY -- REAL ESTATE BROKER (DBA) 2 HRS/WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Edward Collins's 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®

None

Experience

Current

April 12, 2005 - Present

BEACON INVESTMENT ADVISERS, LLC

Office #1: 22 Merrick Lane, Northampton, MA 01060

RIA

CRD#: 130151

NORTHAMPTON, MA

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

Massachusetts
(4/12/2005)

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

Current Firm

BEACON INVESTMENT ADVISERS, LLC

BEACON INVESTMENT ADVISERS, LLC | TALON TRUST, LLP | COLLINS, FRANCIS E.

CRD#: 130151 / SEC#:

Massachusetts

Registered Investment Advisory firm - (6/28/1994 Approved)

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Contact information

Main Address

143 Main Street, Northampton, MA 01060

Mailing Address

Phone number

(413) 586-2200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 14,748,635

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/09/2025	Cover Page	Report
08/19/2024	Cover Page	Report
11/27/2023	Cover Page	Report
10/31/2022	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Francis E. Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Edward Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON INVESTMENT ADVISERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

BEACON INVESTMENT ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEACON INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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