Beaconsfield Financial Services, Inc.
Firm details
- Headquarters
- Canonsburg, Pennsylvania
- CRD number
- 14634
- Registered since
- January 23, 1984
Firm profile
FINTRXOverview
Beaconsfield Financial Services, Inc. is an SEC-registered corporate advisory entity that has been on the SEC books since 1984. The firm is privately held by an individual owner and is listed in FINTRX data as "Unclassified" under its advisory taxonomy. The profile indicates the firm does not identify as a capital allocator, is not marked as an active ESG investor, and is not flagged as a pension consultant, related adviser, or newly formed adviser. Public disclosures in the available dataset are sparse: there are no details provided about the firm's target client segments, fee schedules, specific advisory activities, or typical investment mandates. The lack of granular information makes it difficult to characterize the firm's investment style, product lineup, or how they structure client relationships.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 30Gregory Weisheit
MemberCRD 3275372

Aaron Lehman
Financial ProfessionalCRD 4164746
Clayton Edger
RepresentativeCRD 4240312
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Susquehanna Investment Group
Broker-DealerBala Cynwyd, PA
Lincoln Investment
Broker-DealerFort Washington, PA
Hornor, Townsend & Kent, LLC
Broker-DealerConshohocken, PA
Hunter Associates LLC
Broker-DealerPittsburgh, PA
Lincoln Financial Distributors, Inc.
Broker-DealerRadnor, PA
E. E. Powell & Company Inc.
Broker-DealerSeven Fields, PA