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GM

George G. Macdonald

BEACON HARBOR WEALTH ADVISORS
VIRGINIA BEACH, VA 23452
CRD#: 5812374
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GM
George Gardes Macdonald IIIBEACON HARBOR WEALTH ADVISORS

Professional summary

George Gardes Macdonald III, who also goes by George Gardes Macdonald, Trey Gardes Macdonald III, is a registered financial advisor currently at BEACON HARBOR WEALTH ADVISORS located in Virginia Beach, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. George has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

George Gardes Macdonald | Trey Gardes Macdonald Iii

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 George Gardes Macdonald III'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

June 18, 2026 - Present

BEACON HARBOR WEALTH ADVISORS

Office #1: 440 Viking Drive, Suite 200, Virginia Beach, VA 23452
RIA
CRD#: 300243
VIRGINIA BEACH, VA
Past

October 15, 2013 - June 5, 2026

BREAN CAPITAL, LLC

BD
CRD#: 23723
VIRGINIA BEACH, VA
Past

April 24, 2013 - November 13, 2013

MCG SECURITIES LLC

BD
CRD#: 163144
NORFOLK, VA

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".
BH
BEACON HARBOR WEALTH ADVISORS
BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.

CRD#: 300243 / SEC#: 801-114773

RIA
Registered Investment Advisory firm - (2/11/2019 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
Virginia
(6/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/14/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/21/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2013
General Securities Representative Examination

Current Firm

BH
BEACON HARBOR WEALTH ADVISORS
BEACON HARBOR WEALTH ADVISORS | BEACON HARBOR WEALTH ADVISORS, INC.

CRD#: 300243 / SEC#: 801-114773

RIA
Registered Investment Advisory firm - (2/11/2019 Approved)
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Contact information

Main Address
440 Viking Drive, Suite 200, Virginia Beach, VA 23452
Mailing Address
Phone number
(757) 644-4545
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/19/2026)
WRAP PROGRAM BROCHURE (2/19/2026)

Regulatory assets under management

Total Number of Accounts1,529
AUM (Assets Under Management)$ 608,304,013

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2024
Cover Page
Report
11/01/2023
Cover Page
Report

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.

Company Information

BEACON HARBOR WEALTH ADVISORS

CRD#: 300243Virginia Beach, VA 23452

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