Beech Hill Advisors offers financial advisor services in 10 states: California, Connecticut, Florida, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Texas, Vermont. The company's filing status is listed as Active and its File Number is 1136136. Views: 60 (trailing six months). The sale prices were between $18.08 and $35.64, with an estimated average price of $30.21. Their last reported 13F filing for Q3 2020 included $202,805,000 in managed 13F securities and a top 10 holdings concentration of 34.91%. Beech Hill Advisors is headquartered in New York, NY. Beech Hill Advisors, Inc. is a New York Domestic Business Corporation filed on December 9, 1987. This could also limit the number and diversity of investment options available to you and may impact their transferability. © 2020 Reink Media Group LLC. 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. While Beech Hill Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,022,817. All rights reserved. Beech Hill Advisors. 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. The company has offices in three locations and a total of 10 people on staff. Sub Funds and Performance Beech Tree Hill Wealth Management is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Some firms receive these fees as payments, which creates an incentive to promote them. Beech Hill Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 7 advisors. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Compare against similar firms. *SEC data last verified 12/04/2020. Beech Hill Advisors, Inc., is not affiliated with Northern Lights Distributors, LLC. phone To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. BHA is an independent SEC-registered investment advisor (RIA). Learn more. The Beech Hill Total Return Fund is distributed by Northern Lights Distributors, LLC, member FINRA / SIPC. Beech Hill Advisors, Inc is a hedge fund based in New York, NY. Read their Plain English Brochure. The manager's has disclosed holdings from 12/31/05 to 06/30/20. Track the AUM, funds, and holdings for Beech Hill Advisors Inc over time. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. Beech Hill Advisors, Inc is a business that has its headquarters in New York, New York. Beech Hill Advisors can accept commissions for its investment advisory services. The firm manages client accounts using various strategies, based on the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons. The stock is now traded at around $182.71. 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. Our success li Beech Hill Garage was established in 1979 by Ted and Sally de la Rivière. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. All of these conflicts can negatively impact clients via hidden fees and overall higher costs. 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. PM at Beech Hill Advisors Greater New York City Area 133 connections. All requests for updated information should also be reported directly to the SEC and/or FINRA. 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. As a financial advisory firm, Beech Hill Advisors can provide a variety of financial planning services for Americans. Beech Hill Advisors Inc. raised its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 110.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). You can view more information on Beech Hill Advisors Inc including private fund info, contact info, top management and executives, website, email addresses, and more below: The purchase prices were between $113.31 and $182.44, with an estimated average price of $160.44. The institutional investor purchased 656 shares of the healthcare conglomerate’s stock, valued at approximately $205,000. 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"). Evan David Slater is a financial advisor with Beech Hill Advisors, Inc. Beech Hill Advisors, Inc., located at 880 Third Avenue, 16th Floor, New York, NY 10022, serves as the investment adviser for the Fund. 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). Beech Hill Advisors is a hedge fund with 264 clients and discretionary assets under management (AUM) of $267,001,441 (Form ADV from 2020-07-16). Unlike Credit Suisse, which claimed that it … Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Join to Connect. Report this profile; Experience. The Registered Agent on file for this company is Hall Dickler Lawler Kent & and is located at Friedman, J. We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients. 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. 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 With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process. Beech Hill Securities is a full-service broker-dealer headquartered in New York City. It was founded in 04/1988. We add value to the advisory relationship through a truly client-centered approach. Beech Hill Advisors recommends proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Beech Hill Advisors, Inc. reduced to a holding in Bank of America Corp by 91%. 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