Beacon Financial Advisory LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 174334
- SEC number
- 801-108381
- Firm type
- RIA
- Assets under management
- $900.7M as of Mar 17, 2026
- Website
- twitter.com/BEACONPLANNERS ↗
- Phone
- 216-910-1850
- Address
- 25825 Science Park Drive, Cleveland, OH, 44122
Advisors at this firm
5 in our index · page 1 of 1
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Ryan David CassCRD 7540639 · Cleveland, OHIA RegisteredBroker
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Deborah Lynn GeorgeCRD 4383646 · Cleveland, OHIA RegisteredBroker
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William Patrick MatejkaCRD 2420250 · Twinsburg, OHIA RegisteredBrokerDisclosure event(s) on record
-
Jonathan Lee MistofskyCRD 6285002 · Cleveland, OHIA RegisteredBroker
-
Philip O'tooleCRD 4039027 · Cleveland, OHIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 174334 ↗
FINRA BrokerCheck record for firm CRD 174334 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.