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CRD#: 14634
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BEACONSFIELD FINANCIAL SERVICES, INC. is located at Southpointe Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317 and was first established at Philadelphia, Pennsylvania in 10/25/1983. After operating for 42 years, BEACONSFIELD FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BEACONSFIELD FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. BEACONSFIELD FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BEACONSFIELD FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BEACONSFIELD FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BEACONSFIELD FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for BEACONSFIELD FINANCIAL SERVICES, INC. Comes From

Understanding the Statistics for BEACONSFIELD FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
Southpointe Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
Mailing Address
Southpoint Industrial Park 160 Technology Dr., Suite 101, Canonsburg, PA 15317
Firm Size
Small
Phone Number
(724) 745-6800
Established
Pennsylvania since 10/25/1983
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
RAINIER, BETTY HARRISCFO, DIRECTOR, VICE PRESIDENT1093968
RAINIER, RICHARD KING IIPRESIDENT, CHIEF COMPLIANCE OFFICER2603107
RAINIER, JUSTIN KINGPRINCIPAL6003707

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at BEACONSFIELD FINANCIAL SERVICES, INC.

BE

Bruce Lauren Edger

Bruce L Edger
IAR
RR
CRD#: 1836961
Location:
Hastings, MI 49058
Company:
SUMMIT ADVISORS, LLC
Disclosures:
Experience:
37 years
View Profile
CE

Clayton Arthur Edger

IAR
RR
CRD#: 4240312
Location:
Hastings, MI 49058
Company:
SUMMIT ADVISORS, LLC
Disclosures:
Experience:
25 years
View Profile
MD

Michael Vincent Dinuzzo

IAR
RR
CRD#: 5753540
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Beaver, PA 15009
Company:
DINUZZO PRIVATE WEALTH, INC.
Disclosures:
Experience:
15 years
View Profile
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