Tomas A. Geoghegan
BEACON HILL PRIVATE WEALTH LLC
SUMMIT, NJ 07901
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CRD#: 5750013
Professional summary
Tomas Ambrose Geoghegan, CFP®, CIMA®, CPWA®, who also goes by Tomas A Geoghegan, is a registered financial advisor currently at BEACON HILL PRIVATE WEALTH LLC located in Summit, New Jersey.
Tomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Tomas has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Tom founded Beacon Hill Private Wealth as a forward-thinking, independent Registered Investment Advisory firm, replacing the usual Wall Street hype with high-touch wealth management, retirement planning and evidence-based investing.
Our DESIGN | BUILD | PROTECT approach helps you address your biggest concerns: making intelligent decisions with your money, mitigating income and estate taxes, protecting your income, shielding your assets from unjust takings, and taking care of your heirs while defining your legacy. Our dynamic goals-based planning process is designed to adapt to changes in life circumstances and is grounded in an evidence-based investment management approach — all delivered under an independent, fiduciary model that places our clients’ best interests first.
Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Private Wealth Advisor® professional, with a Master of Business Administration from the Stern School of Business at New York University and holds a Bachelor of Science in Chemical Engineering.
When he is not serving clients, Tom enjoys spending quality time with his wife, son and daughter, who can usually be found at an ice hockey rink or lacrosse field. He enjoys cross-fit and trail running, and is active in his children’s schools and sports organizations, as well as the local Summit community. Tom also serves on the Industry Advisory Board at the New Jersey Institute of Technology and the Summit Police Athletic League.
Question & Answer
What are your service offerings?
Investment Planning
Inheritance
Tax Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Tomas A Geoghegan
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tomas Ambrose Geoghegan'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®
CFP®
Start date: 2016
CPWA®
Start date: 2020-08-17
Expire date: 2024-07-31
Experience
Current
November 17, 2016 - Present
BEACON HILL PRIVATE WEALTH LLC
Office #1: 350 Springfield Avenue Suite #200, Summit, NJ 07901RIA
CRD#: 285329
SUMMIT, NJ
Past
January 17, 2014 - March 30, 2016
MORGAN STANLEY
RIA
CRD#: 149777
PURCHASE, NY
Past
January 14, 2014 - March 30, 2016
MORGAN STANLEY
BD
CRD#: 149777
PURCHASE, NY
Past
December 21, 2010 - February 14, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW YORK, NY
Past
August 4, 2010 - February 14, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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
New Jersey(11/17/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BEACON HILL PRIVATE WEALTH LLC
BEACON HILL PRIVATE WEALTH LLC
CRD#: 285329 / SEC#:
New Jersey
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Contact information
Main Address
350 Springfield Avenue Suite #200, Summit, NJ 07901
Mailing Address
Phone number
(908) 608-8444
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 99 |
| AUM (Assets Under Management) | $ 44,816,201 |
Red Flags
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