Anne K. Zavaglia

BEACON HILL INVESTMENT ADVISORY

DUBLIN, OH 43017

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CRD#: 7037505

Professional summary

Anne Kathryn Zavaglia, CFP®, who also goes by Anne Kathryn Squeo Pollack, Anne Jane Zavaglia, is a registered financial advisor currently at BEACON HILL INVESTMENT ADVISORY, LLC located in Dublin, Ohio.

Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Anne has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anne Kathryn Squeo Pollack | Anne Jane Zavaglia

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 Anne Kathryn Zavaglia'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

November 26, 2018 - Present

BEACON HILL INVESTMENT ADVISORY, LLC

Office #1: 6000 Venture Drive Suite B, Dublin, OH 43017

RIA

CRD#: 148463

DUBLIN, OH

Past

November 26, 2018 - December 31, 2020

BEACON HILL INVESTMENT ADVISORY, LLC

RIA

CRD#: 148463

DUBLIN, OH

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
(11/26/2018)

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 HILL INVESTMENT ADVISORY, LLC

CRD#: 148463 / SEC#:

Georgia

Registered Investment Advisory firm - (12/31/2020 Failure to Renew)

Ohio

Registered Investment Advisory firm - (10/2/2008 Approved)

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Contact information

Main Address

6000 Venture Drive Suite B, Dublin, OH 43017

Mailing Address

Phone number

(614) 469-4685

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	294
AUM (Assets Under Management)	$ 81,213,286

Red Flags

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

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Anne K. Zavaglia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Kathryn Zavaglia's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON HILL INVESTMENT ADVISORY, LLC

BEACON HILL INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Current Firm

BEACON HILL INVESTMENT ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACON HILL INVESTMENT ADVISORY, LLC

TRUST BUT VERIFY

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