George Gardes Macdonald
Investment adviser representative at Beacon Harbor Wealth Advisors
13 yearsExperience
1 stateRegistered in
$608.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Beacon Harbor Wealth Advisors, IncJun 2026 to now
- Brean Capital, LLCOct 2013 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Beacon Harbor Wealth Advisors
Legal name: Beacon Harbor Wealth Advisors, Inc.
$608.3MAssets managed
572Clients
6Advisers
7 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
- 5812374
- Firm CRD
- 300243