Beacon Financial Advisory LLC

Who works here

• AY
  Alan Edward Yanowitz
• DR
  Dale Rubin
• DG
  Deborah Lynn George
• GR
  Gregory Giller Randall
• JM
  Jonathan Lee Mistofsky
• JR
  Joseph Charles Randazzo
• KR
  Karl Randall
• PO
  Philip O'Toole
• RT
  Raymond Matthew Tropp
• RC
  Ryan David Cass
• SW
  Susan Marie Wanamaker
• TG
  Thomas Michael Genco
• WM
  William Patrick Matejka

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Beacon Financial Advisory LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

174334