Dawn Marie Avallone
Investment adviser representative at Beacon Trust
12 yearsExperience
1 stateRegistered in
$4.4BFirm assets
11 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Beacon TrustJan 2018 to now
- Law Offices of Jane F. Wolk LLC.Jan 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6962882
- Firm CRD
- 226547