Hillary A. Sunderland

BEACON WEALTH CONSULTANTS

Lemont, PA

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CRD#: 5224268

Professional summary

Hillary Ann Sunderland, who also goes by Hillary Ann Beveridge, is a registered financial advisor currently at BEACON WEALTH CONSULTANTS, INC. located in Lemont, Pennsylvania.

Hillary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Hillary has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hillary Ann Beveridge

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) - RIA

Click below to view Hillary Ann Sunderland'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®

None

Experience

Current

September 1, 2017 - Present

BEACON WEALTH CONSULTANTS, INC.

RIA

CRD#: 154939

Lemont, PA

Past

September 3, 2013 - December 31, 2015

CETERA WEALTH SERVICES, LLC

CRD#: 13572

STATE COLLEGE, PA

Past

November 1, 2010 - May 2, 2016

VICUS CAPITAL, INC.

RIA

CRD#: 116021

STATE COLLEGE, PA

Past

August 5, 2010 - September 3, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

STATE COLLEGE, PA

Past

February 9, 2007 - February 25, 2010

ARIS WEALTH SERVICES INC

RIA

CRD#: 104577

STATE COLLEGE, PA

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 WEALTH CONSULTANTS, INC.

BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS

CRD#: 154939 / SEC#: 801-118970

RIA

Registered Investment Advisory firm - (6/26/2020 Approved)

Florida

Registered Investment Advisory firm - (6/26/2020 Terminated)

Indiana

Registered Investment Advisory firm - (11/15/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (11/18/2020 Terminated)

Ohio

Registered Investment Advisory firm - (11/21/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/7/2020 Terminated)

Tennessee

Registered Investment Advisory firm - (6/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/26/2020 Terminated)

Virginia

Registered Investment Advisory firm - (6/27/2020 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.

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

Pennsylvania
(9/1/2017)

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: 2/25/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/8/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2010

General Securities Representative Examination

Current Firm

BEACON WEALTH CONSULTANTS, INC.

BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS

CRD#: 154939 / SEC#: 801-118970

RIA

Registered Investment Advisory firm - (6/26/2020 Approved)

Florida

Registered Investment Advisory firm - (6/26/2020 Terminated)

Indiana

Registered Investment Advisory firm - (11/15/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (11/18/2020 Terminated)

Ohio

Registered Investment Advisory firm - (11/21/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/7/2020 Terminated)

Tennessee

Registered Investment Advisory firm - (6/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/26/2020 Terminated)

Virginia

Registered Investment Advisory firm - (6/27/2020 Terminated)

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Contact information

Main Address

302 Washington Ave. Sw, Roanoke, VA 24016-4312

Mailing Address

Phone number

(540) 345-3891

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IGNITE GUIDED WEALTH PROGRAM FIRM BROCHURE (3/26/2025)

ADV PART 2A & 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,097
AUM (Assets Under Management)	$ 236,888,006

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

Hillary A. Sunderland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hillary Ann Sunderland's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON WEALTH CONSULTANTS, INC.

CETERA WEALTH SERVICES, LLC

VICUS CAPITAL, INC.

WALNUT STREET SECURITIES, INC.

ARIS WEALTH SERVICES INC

Primary Firm SEC Registration

BEACON WEALTH CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/25/2015

Series 65

Date: 2/8/2007

SIE

Date: 12/31/2015

Series 7

Date: 8/3/2010

Current Firm

BEACON WEALTH CONSULTANTS, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON WEALTH CONSULTANTS, INC.

TRUST BUT VERIFY

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