William Daniel Butler
Investment adviser representative at Beacon Trust
19 yearsExperience
1 stateRegistered in
CFADesignation
$4.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Beacon TrustDec 2020 to now
- Tirschwell & Loewy (beacon Trust)Aug 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Beacon Trust
Legal name: Beacon Investment Advisory Services, Inc.
$4.4BAssets managed
2,939Clients
30Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2226124
- Firm CRD
- 226547