Christopher A Cristallo
Investment adviser representative at Beam Wealth Advisors, Inc.
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Christopher A Cristallo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
8 years in the industry.
- Beam Wealth Advisors, Inc.Mar 2024 to now
- Beam Wealth Advisors, Inc. (f/k/a Benedetti, Gucer & Associates)Nov 2019 to now
- Benedetti, Gucer & AssociatesNov 2019 to Jun 2024
- Cetera Advisor Networks LLCJul 2017 to Nov 2019
- LPL Financial, LLCMay 2016 to Jul 2017
- Alliant Insurance ServicesApr 2016 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Beam Wealth Advisors, Inc.
$1.6BAssets managed
2,258Clients
25Advisers
25 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
- 6649156
- Firm CRD
- 109867