Benjamin Robins has been President & Chief Compliance Officer of Beacon Financial Advisors since June 2021, is a control person of the firm and directly owns 75% or more of it.
Beacon Financial Advisors, Inc. is a Rye Brook, NY firm with $228M under management, 49 clients and 3 advisers in one office, as of its March 2026 filing.
- Beacon Financial AdvisorsCurrent– present · 9 yearsRye Brook, NY · Adviser representative · Firm CRD 119672
Investment adviser representative registrations
Benjamin Robins is registered as an investment adviser representative in 2 states. The first approvals date from February 2017; the most recent is New York, in January 2023.
- New YorkSince 1 January 2023
- TexasSince 19 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 July 2012 |
| Series 7 | General Securities Representative Examination | 5 July 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Benjamin Davis Robins
- CRD
- 6079352
- Firm
- Beacon Financial Advisors · CRD 119672
- Role
- President & Chief Compliance Officer
- Office
- 800 WESTCHESTER AVENUE, SUITE 641 NORTH, Rye Brook, NY 10573-1360
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Benjamin Robins work?
Benjamin Robins has been President & Chief Compliance Officer of Beacon Financial Advisors, Inc. since June 2021, and is a control person of the firm.
Is Benjamin Robins a financial advisor?
Yes. Benjamin Robins has a current investment-adviser registration in New York and Texas, through Beacon Financial Advisors since February 2017.
How many years of experience does Benjamin Robins have?
Benjamin Robins has 9 years in the financial industry, since February 2017, across 1 adviser firm.
What exams has Benjamin Robins passed?
Benjamin Robins has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 2012. FINRA credited Benjamin Robins with the SIE, which began in October 2018.
Where is Benjamin Robins based?
Benjamin Robins’ registered office is in Rye Brook, NY.
Is Benjamin Robins registered with FINRA?
No. Benjamin Robins has no current broker registration.
How can I verify Benjamin Robins’ record?
Search CRD 6079352 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Robins’ full registration record.
