Raymond Tropp has been an investment adviser representative at Beacon Financial Advisory since June 2015, and is not listed among the firm’s executive officers or direct owners.
Beacon Financial Advisory LLC is a Cleveland, OH firm with $901M under management, 1,556 clients and 13 advisers across 5 offices, as of its March 2026 filing.
Raymond Tropp is Financial Advisor and Founding Partner of Beacon Financial Partners. He has been in the financial services industry since 1987, including eight years as a corporate controller for a Fortune 500 company and 25 years as a financial planner. He works with corporate executives and retirees on income planning.
Raymond Tropp’s longest registration is the current one, 14 years at Capital Analysts since 2012. Before joining Beacon Financial Advisory in 2015, Raymond Tropp was registered through Lincoln Investment Planning, Inc and Capital Analysts Incorporated.
- Lincoln InvestmentAlso current– present · 2 yearsCleveland, OH · Adviser representative · Firm CRD 519
- – present · 11 yearsCleveland, OH · Adviser representative · Firm CRD 174334
- Capital AnalystsAlso current– present · 14 yearsCleveland, OH · Adviser representative · Firm CRD 162200
- Lincoln Investment Planning, Inc– · 3 yearsFort Washington, PA · Adviser representative · Firm CRD 519
- Capital Analysts Incorporated– · 2 yearsCleveland, OH · Adviser representative · Firm CRD 5478
- Sanders Morris Harris Inc.– · 3 yearsBeachwood, OH · Adviser representative · Firm CRD 20580
- Lincoln Financial Advisors Corporation– · 6 yearsCleveland, OH · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Raymond Tropp is registered as an investment adviser representative in Ohio, since June 2012.
- OhioSince 12 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 9 December 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 October 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 September 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Raymond Matthew Tropp
- CRD
- 2645867
- Firm
- Beacon Financial Advisory · CRD 174334
- Office
- 25825 SCIENCE PARK DRIVE, SUITE 110, Cleveland, OH 44122
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- beaconplanners.com
Where does Raymond Tropp work?
Raymond Tropp is an investment adviser representative registered through Beacon Financial Advisory LLC since June 2015, and is not listed among the firm’s executive officers or direct owners.
Is Raymond Tropp a financial advisor?
Yes. Raymond Tropp has a current investment-adviser registration in Ohio, through Beacon Financial Advisory since June 2015.
How many years of experience does Raymond Tropp have?
Raymond Tropp has 31 years in the financial industry, since September 1995, across 6 adviser firms.
What exams has Raymond Tropp passed?
Raymond Tropp has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in September 1995. FINRA credited Raymond Tropp with the SIE, which began in October 2018.
Where did Raymond Tropp work before Beacon Financial Advisory?
Before Beacon Financial Advisory, Raymond Tropp was registered through Capital Analysts Incorporated, April 2010 to June 2012; Sanders Morris Harris Inc., December 2006 to May 2010; Lincoln Financial Advisors Corporation, January 2000 to December 2006.
Where is Raymond Tropp based?
Raymond Tropp’s registered office is in Cleveland, OH.
Is Raymond Tropp registered with FINRA?
Yes. Raymond Tropp has a current broker registration, under CRD 2645867.
Source: FINRA BrokerCheck
How can I verify Raymond Tropp’s record?
Search CRD 2645867 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Raymond Tropp’s full registration record.
