Alec Hoke

Beacon Wealth Strategies

5289 Owera Point Rd

Cazenovia, NY 13035

315-308-1919

Freedom, confidence, and legacy through thoughtful planning

About Beacon Wealth Strategies

At Beacon Wealth Strategies, we believe wealth is about more than financial successit's about creating the freedom, confidence, and legacy that come with thoughtful planning. The firm partners with clients to deliver comprehensive, personalized wealth management that evolves with every stage of life, emphasizing objective guidance, proactive advice, and relationship-based trust. Key practice areas include estate planning, retirement income strategies, and business planning strategies. Led by Alec E. Hoke in Cazenovia, New York, Beacon Wealth Strategies offers securities and investment advisory services through Equity Services, Inc., a FINRA/SIPC member broker-dealer, and does not offer tax or legal advice.

See Disclosures

General Information

Firm Start Year

automated call

Yes

CRD#

1921673

Firm CRD#

265

Name of Broker/Dealer

Equity Services, Inc.

States Licensed in

NY, NV, WI, FL, NJ, UT

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Registered Representative and Investment Adviser Representative with Equity Services, Inc. and ESI Financial Advisors in Cazenovia, NY since 2021 (CRD #1921673). In the securities industry since 1996. Prior firm affiliations include Pruco Securities, First Allied Securities, 1st Discount Brokerage, Saxony Securities, Summit Brokerage, Wachovia Securities, JWGenesis Securities, D. Blech & Company, Josephthal Lyon & Ross, and Thomas James Associates.

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Financial Planning for Businesses, Money Management, Wealth Management

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 63, Series 7, SIE

Education

BS -

Rutgers University
1983 -1988

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893860/retirementplanning-Beacon-Wealth-Strategies-detailed-disclosure.html

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