Matthew Doherty
Investment adviser representative at Beacon Global Advisor Network, LLC
13 yearsExperience
7 statesRegistered in
$745.1MFirm assets
9 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 feeOther
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.
- The Leaders Group IncJun 2025 to now
- Rosefinch Investment AdvisorsJun 2024 to now
- Beacon Global Advisor Network, LLCApr 2024 to now
- Lawson WealthApr 2024 to now
- Bgan NetworkJun 2024 to Jun 2025
- Brite USAJan 2013 to Jan 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 7 states (CA, CT, FL, NC, NY, TX, WA).
Beacon Global Advisor Network, LLC
$745.1MAssets managed
1,388Clients
54Advisers
9 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
- 6160873
- Firm CRD
- 288833