Beacon Trust

Overview

Beacon Trust is an SEC registered investment adviser based in Morristown, NJ, registered since 2015. It reports $4.4B in assets under management across 2,939 accounts, with 51 employees. It has 30 investment adviser representatives.

Reported AUM

$4.4B

Discretionary

96%

Accounts

2,939

Average account

$1.5M

Employees

51

Advisory reps

30

Registered since

2015

Jurisdictions

53

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Annamaria Vitelli President CRD 2467707
• Tom Mathew Chief Compliance Officer CRD 6051806
• Bennett Allen Macdougall General Counsel CRD 4572830

1 more executive officer, with direct contact details

Advisory reps 3 of 30

• Diane Liu Allard Investment Adviser Rep CRD 2582880
• Jason Bennett Apuzzio Investment Adviser Rep CRD 4926887
• Dawn Marie Avallone Investment Adviser Rep CRD 6962882

27 more advisory reps, with emails, phones and branch locations

Location

Headquarters

163 Madison Ave
Morristown, NJ 07960

County

Morris

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: beacontrust.com

Every state, with registration dates

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