Ronald Robins has been Founder of Beacon Financial Advisors since February 2000, is not listed as a control person, but directly owns under 5% of the firm. Ronald Robins holds an MBA in business and market planning from Columbia University and a BA in American history from Connecticut College.
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.
Ron Robins is Founder of Beacon Financial Advisors. He has been actively involved in personal financial planning for over 30 years. Before working as a financial planner, he spent 15 years as a marketing and advertising executive developing and executing business and marketing plans for clients such as General Foods and General Mills.
- Beacon Financial AdvisorsCurrent– present · 20 yearsRye Brook, NY · Adviser representative · Firm CRD 119672
Investment adviser representative registrations
Ronald Robins is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2010; the most recent is New York, in January 2023.
- New YorkSince 3 January 2023
- TexasResidentSince 20 September 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2005 |
| Series 24 | General Securities Principal Examination | 25 February 1999 |
| Series 7 | General Securities Representative Examination | 27 September 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 December 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 November 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Ronald M Robins
- CRD
- 2294445
- Firm
- Beacon Financial Advisors · CRD 119672
- Role
- Founder
- Office
- 800 WESTCHESTER AVENUE, SUITE 641 NORTH, Rye Brook, NY 10573-1360
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- beaconfa.com
Where does Ronald Robins work?
Ronald Robins has been Founder of Beacon Financial Advisors, Inc. since February 2000.
Is Ronald Robins a financial advisor?
Yes. Ronald Robins has a current investment-adviser registration in New York and Texas, through Beacon Financial Advisors since November 2005.
How many years of experience does Ronald Robins have?
Ronald Robins has 20 years in the financial industry, since November 2005, across 1 adviser firm.
What exams has Ronald Robins passed?
Ronald Robins has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 24 and Series 65. The earliest, the Series 63, was passed in November 1992. FINRA credited Ronald Robins with the SIE, which began in October 2018.
Where is Ronald Robins based?
Ronald Robins’ registered office is in Rye Brook, NY.
Is Ronald Robins registered with FINRA?
No. Ronald Robins has no current broker registration.
How can I verify Ronald Robins’ record?
Search CRD 2294445 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Robins’ full registration record.