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Broker-Dealer Services

Beech Hill Securities

Beech Hill Securities is a full-service broker-dealer firm, clearing through Pershing LLC. We have specialists in the areas of fixed income, equity trading, investment banking and investment advisory solutions. Our firm has a long and rich tradition of providing exceptional wealth management services to high-net-worth individuals through a collaborative and proven investment process.

Brokerage Services

Beech Hill Securities, Inc. is an SEC registered broker-dealer and member of FINRA and SIPC.

We clear our transactions and custody our client assets with Pershing LLC, a Bank of New York Mellon Corporation, the world’s leading provider of clearing solutions.

Through our experienced financial service professionals, coupled with our relationship with Pershing, we are able to bring a broad range of solutions to our clients including:

  • Cash Management Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Planning Solutions
  • Trade Execution Services
  • Wealth Management Solutions
  • Alternative Investment Solutions
  • Business Consulting
  • Investment Banking
  • And much more...

Investment Banking

Beech Hill Securities, Inc. with RM Global Partners LLC and Key & Company LLC can provide high quality investment advice and consulting to businesses ranging from small companies to large corporations. Through our relationships, we are able to extend our services to clients in every stage of the business cycle using a diversity of solutions to fit their needs. These solutions may include Mergers and Acquisitions, Equity Offerings, Capital Raising and other financial transactions.

For more information, you can contact us at 800-456-0500 or viannuzzi@bh-secs.com

Alternative Investment Services

Through our affiliated asset management service we can offer several limited partnerships and hedge funds of varying focus and risk-reward structures. Hedge fund clients must be accredited investors.

Beech Hill Alternative Investment Services can also offer a comprehensive approach to starting and maintaining limited partnerships and hedge funds. Our turn-key approach includes order entry platforms, access to research, and can include introduction to legal, accounting and audit referrals as well as preparation of K-1 forms. From initial consultation to implementation and on-going administration, we have over 30 years experience in this asset space.

Investment Advisory

Beech Hill Securities can introduce our clients to discretionary asset managers through our affiliated registered investment advisor, Beech Hill Advisors. Clients work with investment professionals that can review their specific investment objectives and financial needs and then implement an appropriate investment strategy. A committee of investment experts meets weekly to discuss the portfolio selections and market conditions.

Clients pay annual fees based on assets under management in the advisory programs.

More about Beech Hill Advisors

Financial & Estate Planning

We offer comprehensive, annual financial planning to all our clients and prospective clients. We also work closely with our clients’ accountants and attorneys and manage accounts with an eye to tax efficiency and estate-planning needs.

We work with the some of the finest business managers, family office managers/consultants and accountants as well as corporate, tax, and trust and estate attorneys nationwide and are able to make referrals to our clients.

Fixed Income

Beech Hill Securities has developed a fixed-income bond department with a strategy to maximize total return while reducing volatility in our clients’ portfolios. Our management team uses the principle of diversification and the strategies involving sound analysis and selection of specific securities and sectors.

BHS is a selling group member of most major municipal new issues and an active participant in the secondary market. We have access to Bloomberg, Jay Peak, Standard & Poor’s Kennybase, and other bond pricing and research services to support our clients fixed income needs. We also utilize Pershing’s Bond Central – an interactive bond order execution and offering system that can help us better manage your fixed income business both for individuals and institutions.

Institutional Trading

Our highly specialized trading desk provides institutional clients with discreet execution and superior client service. The managing director, Ginny Clark, is one of Wall Street’s first leading ladies with 40 years of buy side, sell side, sales and trading experience with Salomon Brothers, Merrill Lynch and Steinberg Asset Management. Having been on both sides of the market, Ginny understands, foresees and reliably delivers to individual client needs. Beech Hill Securities also offers “chaperoning” to select foreign broker-dealers and qualified institutional buyers under SEC Rule 15a-6.