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Chief Compliance Officer · Beacon Trust

Tom N. Mathew

CRD 6051806 · Named on Form ADV at one SEC-registered adviser

At a glance

Beacon Trust, an SEC-registered wealth manager based in Morristown, NJ with $4.4 billion in regulatory assets, lists Tom N. Mathew on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Beacon TrustChief Compliance OfficerWealth manager · Morristown, NJ · $4.4B in regulatory assets

AtlasMembers

Tom’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
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Control-person status
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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

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