Marc A. Oceanak

BEACON TRUST

Morristown, NJ 07960

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CRD#: 6390556

Professional summary

Marc Allen Oceanak, who also goes by Marc A Oceanak, Marc Oceanak, is a registered financial advisor currently at BEACON TRUST located in Morristown, New Jersey.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Marc has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marc A Oceanak | Marc Oceanak

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 Marc Allen Oceanak'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

December 16, 2025 - Present

BEACON TRUST

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

RIA

CRD#: 226547

Morristown, NJ

Past

September 5, 2025 - November 28, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

PENNINGTON, NJ

Past

September 5, 2025 - November 28, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Pennington, NJ

Past

July 18, 2023 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Pennington, NJ

Past

July 17, 2023 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Pennington, NJ

Past

October 1, 2018 - February 8, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Warren, NJ

Past

September 20, 2018 - February 8, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

Warren, NJ

Past

August 15, 2017 - February 7, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WESTFIELD, NJ

Past

June 27, 2017 - February 7, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WESTFIELD, NJ

Past

October 2, 2015 - November 21, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Jersey City, 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".

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
(12/16/2025)

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 66

Date: 8/4/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2015

General Securities Representative 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
12/17/2025	Cover Page	Report
03/10/2025	Cover Page	Report
12/18/2023	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

Marc A. Oceanak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Allen Oceanak's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

BEACON TRUST

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2017

SIE

Date: 10/1/2018

Series 7

Date: 10/2/2015

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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