Meghan Ellen Stein
Investment Adviser Representative at Beacon Trust
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Meghan Ellen Stein is an investment adviser representative with Beacon Trust in Morristown, NJ, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 66 (combined investment adviser and state securities agent). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 31
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Goldman Sachs & Co. LLCJul 2022 – Sep 2025Parsippany, NJ
- BASFJan 2022 – May 2022Florham Park, NJ
- Fairleigh Dickinson UniversityAug 2020 – May 2022Madison, NJ
- County College of MorrisAug 2019 – May 2020Randolph, NJ
- High Point UniversityAug 2018 – May 2019High Point, NC
- Fairmount Country ClubMay 2019 – Sep 2021Chatham, NJ
- New Horizons Day CampMay 2016 – Aug 2018Florham Park, NJ
- InstaSwimMay 2017 – Aug 2021Florham Park, NJ
- Beacon Trust CompanySep 2025 – no end date reportedMorristown, NJ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Beacon Trust
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.0125
- Equity Strategies - Tier 11.25%
- Equity Strategies - Tier 21.00%
- Equity Strategies - Tier 30.90%
- Equity Strategies - Tier 40.75%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Morristown, NJ
- SEC file number:
- 801-96256
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Beacon Trust
Showing 12 of 33 in the directory
Similar advisors in Morristown, NJ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meghan Ellen Stein has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched