David A. Pitt

BEACON TRUST

Morristown, NJ 07960

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CRD#: 2997357

Professional summary

David Andrew Pitt, CFP® is a registered financial advisor currently at BEACON TRUST located in Morristown, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Andrew Pitt'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

May 13, 2025 - Present

BEACON TRUST

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

RIA

CRD#: 226547

Morristown, NJ

Past

April 22, 2021 - April 24, 2025

HENNION & WALSH ASSET MANAGEMENT, INC.

RIA

CRD#: 126236

PARSIPPANY, NJ

Past

April 21, 2021 - April 24, 2025

HENNION & WALSH, INC.

CRD#: 25766

PARSIPPANY, NJ

Past

June 21, 2012 - June 6, 2019

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

PARSIPPANY, NJ

Past

April 20, 2012 - June 6, 2019

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

PARSIPPANY, NJ

Past

August 10, 2006 - March 3, 2011

LOUIS CAPITAL MARKETS, LLC

CRD#: 48013

PARIS,

Past

November 15, 2005 - June 23, 2006

TAFFERER TRADING, LLC

CRD#: 36816

NEW YORK, NY

Past

October 2, 2001 - May 6, 2005

BERNARD L. MADOFF INVESTMENT SECURITIES LLC

CRD#: 2625

NEW YORK, NY

Past

February 23, 2000 - May 2, 2001

DEUTSCHE IXE, LLC

CRD#: 7172

NEW YORK, NY

Past

January 16, 1998 - September 3, 1998

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

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
(5/13/2025)

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: 4/27/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/23/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/17/2009

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 3/30/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 1/15/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/5/2006

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

David A. Pitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Andrew Pitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

HENNION & WALSH ASSET MANAGEMENT, INC.

HENNION & WALSH, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

LOUIS CAPITAL MARKETS, LLC

TAFFERER TRADING, LLC

BERNARD L. MADOFF INVESTMENT SECURITIES LLC

DEUTSCHE IXE, LLC

T. ROWE PRICE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

BEACON TRUST

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2012

Series 63

Date: 11/23/2005

SIE

Date: 10/1/2018

Series 3

Date: 3/17/2009

Series 55

Date: 3/30/2000

Series 7

Date: 1/15/1998

Series 24

Date: 5/5/2006

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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