Profile
Mr. William T.
Beaney is a Chief Executive Officer at Florida Atlantic Securities Corp.
/Invt Mgmt/ and a Chief Executive Officer & Director at Florida Atlantic Securities Corp.
He is on the Board of Directors at Florida Atlantic Securities Corp.
Mr. Beaney was previously worked in New York City for Morgan Stanley.
He started his career in 2006, working with ultra high net worth and institutional clients on over $650 million in investment assets.
His primary responsibilities were managing the transaction based portion of the business.
Mr. Beaney graduated with an MBA from The Mason School of Business at The College of William & Mary and received his Bachelor of Arts degree in History from Princeton University in 2003.
Mr. Beaney holds FINRA Series 7 and 66 licenses.
Trevor Beaney active positions
| Companies | Position | Start |
|---|---|---|
Florida Atlantic Securities Corp.
Florida Atlantic Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Chief Executive Officer | 01/01/2019 |
Florida Atlantic Securities Corp. /Invt Mgmt/
Florida Atlantic Securities Corp. /Invt Mgmt/ Investment ManagersFinance FASC-IM incorporates a long-term investment approach focused on value. The firm utilizes a risk-appropriate balance of equities, fixed income (taxable and tax-exempt), certificates of deposit (CD's), exchange traded funds (ETF's), mutual funds, cash, insurance products, third party investment managers and other vehicles deemed suitable for their client's objectives and time horizons. | Chief Executive Officer | 01/01/2019 |
Former positions of Trevor Beaney
| Companies | Position | End |
|---|---|---|
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/07/2010 |
Training of Trevor Beaney
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Florida Atlantic Securities Corp.
Florida Atlantic Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Mason School of Business of The College of William & Mary
Mason School of Business of The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Florida Atlantic Securities Corp. /Invt Mgmt/
Florida Atlantic Securities Corp. /Invt Mgmt/ Investment ManagersFinance FASC-IM incorporates a long-term investment approach focused on value. The firm utilizes a risk-appropriate balance of equities, fixed income (taxable and tax-exempt), certificates of deposit (CD's), exchange traded funds (ETF's), mutual funds, cash, insurance products, third party investment managers and other vehicles deemed suitable for their client's objectives and time horizons. | Finance |
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