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Christopher Cvitan

Christopher Cvitan

BEACON TRUST
Morristown, NJ 07960
Some features on this profile are disabled
CRD#: 5381399
Christopher Cvitan

Professional summary

Christopher Cvitan, CFP®, who also goes by Christopher Joseph Cvitan, Christopher Cvitan, is a registered financial advisor currently at BEACON TRUST located in Morristown, New Jersey.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christopher has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Joseph Cvitan | Christopher Cvitan

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.
NEW HORIZONS WEALTH MGMT LLC 240 CEDAR KNOLLS, STE 306, CEDAR KNOLLS, NJ 07927 PLANNING & RELATIONSHIP MANAGER/LIFE INSURANCE START 12/4/2020; 30 HRS WK DURING MKT HOURS - INCLUDES TFS INSURANCE AGENCY TFS ADVISORY SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Cvitan'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: 2019

Experience

Current

May 26, 2023 - Present

BEACON TRUST

Office #1: 163 Madison Avenue, Morristown, NJ 07960
RIA
CRD#: 226547
Morristown, NJ
Past

December 4, 2020 - December 19, 2022

WORLD INVESTMENTS, LLC

RIA
CRD#: 20626
CEDAR KNOLLS, NJ
Past

December 4, 2020 - December 19, 2022

WORLD INVESTMENTS, LLC

BD
CRD#: 20626
CEDAR KNOLLS, NJ
Past

May 29, 2020 - December 3, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
PARAMUS, NJ
Past

March 6, 2020 - December 3, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
PARAMUS, NJ
Past

March 28, 2014 - March 7, 2016

MORGAN STANLEY

RIA
CRD#: 149777
PARAMUS, NJ
Past

March 28, 2014 - March 7, 2016

MORGAN STANLEY

BD
CRD#: 149777
PARAMUS, NJ
Past

July 10, 2012 - March 31, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PARAMUS, NJ
Past

May 30, 2012 - March 31, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PARAMUS, NJ
Past

August 26, 2011 - June 4, 2012

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
HACKENSACK, NJ

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".
BT
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
(5/26/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/18/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/7/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/6/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/7/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/25/2011
General Securities Representative Examination

Current Firm

BT
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
46

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,889
AUM (Assets Under Management)$ 4,352,787,884

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

BEACON TRUST

CRD#: 226547Morristown, NJ 07960

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