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Chief Operating Officer · Beacon Financial Group

Brandon K. Sherbert

CRD 2586065 · Named on Form ADV at one SEC-registered adviser

At a glance

Beacon Financial Group, an SEC-registered wealth manager based in Dallas, TX with $1.3 billion in regulatory assets, lists Brandon K. Sherbert on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Brandon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Stephen A. EngroPresident/ Treasurer/ Chief Compliance Officer/ Secretary, Beacon Financial Group
  • Robert B. NorwoodExecutive Vice President of Kestra Financial, Inc, Beacon Financial Group
  • Yin YinController at Kestra Financial, Inc, Beacon Financial Group
  • Lori A. MarkhamAssistant Secretary, Beacon Financial Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.