Lee A. Delaporte

BEACON TRUST

Morristown, NJ 07960

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CRD#: 1162810

Professional summary

Lee A Delaporte III, who also goes by Chip Delaporte III, Lee Augustus Delaporte III, Lee Augustus Delaporte, Lee A Delaporte, is a registered financial advisor currently at BEACON TRUST located in Morristown, New Jersey.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Lee has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chip Delaporte Iii | Lee Augustus Delaporte Iii | Lee Augustus Delaporte | Lee A Delaporte

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NBD Fitness 901 Mountain Avenue Springfield, NJ 07081 NBD is a fitness club for which I am a partner. It is non-investment related. The role is non-operating, and the time commitment is about 1 hour per month, and does not conflict with my work responsibilities, during which i am provided updates. The start date was Q1 2021.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee A Delaporte III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 5, 2023 - Present

BEACON TRUST

Office #1: 163 Madison Avenue, Morristown, NJ 07960

RIA

CRD#: 226547

Morristown, NJ

Past

March 15, 2021 - April 14, 2023

HSBC SECURITIES (USA) INC.

CRD#: 19585

NEW YORK, NY

Past

August 28, 1991 - April 17, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

December 8, 1989 - August 13, 1991

GLICKENHAUS & CO.

CRD#: 2016

NEW YORK, NY

Past

May 14, 1988 - November 18, 1989

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 19, 1983 - May 14, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON TRUST

BEACON INVESTMENT ADVISORY SERVICES, INC. | TIRSCHWELL LOEWY & FRIEDNER INVESTMENTS | BEACON TRUST

CRD#: 226547 / SEC#: 801-96256

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/31/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/10/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/30/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/7/1998

General Securities Principal Examination

Current Firm

BEACON TRUST

BEACON INVESTMENT ADVISORY SERVICES, INC. | TIRSCHWELL LOEWY & FRIEDNER INVESTMENTS | BEACON TRUST

CRD#: 226547 / SEC#: 801-96256

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

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Contact information

Main Address

163 Madison Avenue, Morristown, NJ 07960

Mailing Address

Phone number

(973) 377-8090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON INVESTMENT ADVISORY SERVICES, INC. WRAP DISCLOSURE BROCHURE 2025 (3/29/2025)

BEACON INVESTMENT ADVISORY SERVICES, INC. DISCLOSURE BROCHURE 2025 (3/29/2025)

Regulatory assets under management

Total Number of Accounts	2,889
AUM (Assets Under Management)	$ 4,352,787,884

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/10/2025	Cover Page	Report
12/18/2023	Cover Page	Report
10/25/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lee A. Delaporte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee A Delaporte III's CRS (Customer Relationship Summary).

Certified licenses

Experience

HSBC SECURITIES (USA) INC.

CITIGROUP GLOBAL MARKETS INC.

GLICKENHAUS & CO.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

BEACON TRUST

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2023

Series 63

Date: 11/10/1983

Series 7TO

Date: 3/15/2021

SIE

Date: 11/30/2020

Series 7

Date: 10/15/1983

Series 24

Date: 4/7/1998

Current Firm

BEACON TRUST

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEACON TRUST

TRUST BUT VERIFY

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