Meghan Ellen Stein
Investment adviser representative at Beacon Trust
10 yearsExperience
45 statesRegistered 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
10 years in the industry.
- Beacon Trust CompanySep 2025 to now
- Goldman Sachs & Co. LLCJul 2022 to Sep 2025
- BasfJan 2022 to May 2022
- Fairleigh Dickinson UniversityAug 2020 to May 2022
- County College of MorrisAug 2019 to May 2020
- Fairmount Country ClubMay 2019 to Sep 2021
- High Point UniversityAug 2018 to May 2019
- InstaswimMay 2017 to Aug 2021
- New Horizons Day CampMay 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 45 states (AK, AL, AR, CA, CO, CT, DE, HI, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
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
- 7610888
- Firm CRD
- 226547