It is a NY Corporation. The impact to a portfolio due to this sale was -2.38%. Compare against similar firms. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. … Beech Hill Advisors, Inc. Beech Hill Advisors constructs discretionary portfolios that focus on growth and capital preservation. Beech Hill Advisors 2017 Q4 filed Jan. 23, 2018 Beech Hill Advisors 2017 Q3 filed Oct. 20, 2017 Beech Hill Advisors 2017 Q2 filed July 18, 2017 Beech Hill Advisors 2017 Q1 filed April 19, 2017 Beech Hill Advisors 2016 Q4 filed Jan. 26, 2017 View all past filings It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. Beech Hill Advisors has marked in their disclosures that they trade recommended securities. Beech Hill Advisors Inc is a hedge fund that manages 261.3 MM dollars in regulatory AUM and has 13 employees, of which 9 perform investment advisory functions. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Terms of Use | Disclaimers | Privacy Policy, compensation-related conflicts of interest, Attorney/Accountant Authorization Revocation – SRO, Business License Revocation - Other Regulatory Agencies, False Statements or Omissions - Other Regulatory Agencies, Order Entered - Other Regulatory Agencies, Regulation Violations - Other Regulatory Agencies. Beech Hill Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and market timing services. Trusted advisory firms must meet our strict regulatory requirements. The fund's latest filing disclosed 197MM in positions, representing 75% of the manager's regulatory AUM. Any data inaccuracies, please contact our team. While Beech Hill Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,022,817. Print Report. Learn more. The institutional investor purchased 656 shares of the healthcare conglomerate’s stock, valued at approximately $205,000. Beech Hill Securities is a full-service broker-dealer headquartered in New York City. Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation"). Beech Hill Advisors, Inc. had filed a previous 13F-HR on July 17, 2020 disclosing 16,200 shares of at a value of $298,000 USD. The manager's has disclosed holdings from 12/31/05 to 06/30/20. Frank Hamrak of New York New York a stockbroker formerly registered with Beech Hill Securities Inc. and Beech Hill Advisors Inc. is referenced in a customer initiated investment related arbitration claim where the customer sought $195,271.67 in damages supported by allegations that (1) fiduciary duties owed to the customer had been breached (2) … Beech Hill Advisors Inc is legally known as BEECH HILL ADVISORS, INC. Currently Beech Hill Advisors is also a Broker-Dealer or is affiliated with one. It was founded in 04/1988. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. Some firms receive these fees as payments, which creates an incentive to promote them. Beech Hill Advisors Inc is a hedge fund company based in New York, NY. Please read our November post-election update. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. After checking the disciplinary records of Beech Hill Advisors, our system found no disciplinary questions to ask. Top 10 Stocks Held By Beech Hill Advisors Inc. By Holdings Channel Staff, updated Sunday, December 13, 11:41 PM Beech Hill Advisors, Inc. reduced to a holding in Bank of America Corp by 91%. The company's filing status is listed as Active and its File Number is 1136136. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. The Registered Agent on file for this company is Hall Dickler Lawler Kent & and is located at Friedman, J. Do not be afraid to ask how much they will earn from the product or what other non-proprietary options are available. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). Beech Hill Advisors is headquartered in New York, NY. Read their Plain English Brochure. While this allows for a broader range of investment options and management styles a firm can offer, it can also create an incentive for the firm to put their financial interests ahead of your own. The stock is now traded at around $182.71. BHP provides a full range of commercial real estate services for owners and users of all product types. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Beech Hill Advisors: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Beech Tree Hill Wealth Management is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. For over thirty years, Beech Hill Securities has delivered traditional broker-dealer and investment banking services to institutional clients, family offices and high-net-worth individuals worldwide. Please read our November post-election update. As a result, we do not support personal reviews on the site. This firm has 11 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. Alturas Wealth Management, Kadence Advisors, Covered Bridge Advisors, Primetrust Advisors. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). They hold $221 million in assets under management as of March 2, 2017. Our success li Beech Hill Advisors is a New York-based registered investment advisor founded by Paul Cantor and Joseph Weiss in 1987. Beech Hill Advisors, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. Report this profile; Experience. All requests for updated information should also be reported directly to the SEC and/or FINRA. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. The impact to a portfolio due to this purchase was 1.69%. Evan David Slater is a financial advisor with Beech Hill Advisors, Inc. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Ted spent the late 1950’s and the 1960’s working as a Grand Prix and sports racing car mechanic with notable names such as Chris Amon, Mike Hailwood and Paul Hawkins. Unlike Credit Suisse, which claimed that it … Beech Hill Advisors, Inc. (BHA) is an independent, registered investment advisor dedicated to providing the highest caliber investment counsel and management services to individuals, businesses, foundations, endowments, trusts and retirement plans, as well as working with the accounting, advisory and legal representatives of its clients. The purchase prices were between $113.31 and $182.44, with an estimated average price of $160.44. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. 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