Christopher Cvitan
Investment adviser representative at Beacon Trust
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Beacon TrustMay 2023 to now
- UnemployedJan 2023 to Apr 2023
- Tfs Securities, Inc.Dec 2020 to Dec 2022
- MML Investors ServicesDec 2019 to Dec 2020
- Mass Mutual Life Insurance CompanyNov 2019 to Dec 2020
- Coal Diamond LLCAug 2016 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Beacon Trust
Legal name: Beacon Investment Advisory Services, Inc.
$4.4BAssets managed
2,939Clients
30Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5381399
- Firm CRD
- 226547