Beaconsfield Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Canonsburg, Pennsylvania
CRD number
14634
Registered since
January 23, 1984

Firm profile

FINTRX

Overview

Beaconsfield Financial Services, Inc. is organized as a corporation and has been SEC-registered since 1984. FINTRX lists the firm as owned by an individual and classifies it as "Unclassified" in its snapshot. The snapshot flags indicate the firm is not designated as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant, related adviser, or newly formed adviser. Disclosure from the firm to FINTRX is sparse: the dataset does not include descriptions of client segments, advisory activities, or fee arrangements. The available public snapshot primarily provides registration and status flags rather than a detailed statement of services or investment positioning.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 30
  • Gregory Weisheit

    MemberCRD 3275372

  • Aaron Lehman

    Aaron Lehman

    Financial ProfessionalCRD 4164746

  • Clayton Edger

    RepresentativeCRD 4240312

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Canonsburg, PA

Washington

Location

Canonsburg, PA

Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Washington
Address
Park Technology Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth