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David Andrew Pitt

Investment Adviser Representative at Beacon Trust

Morristown, NJCRD #2997357Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Andrew Pitt is an investment adviser representative with Beacon Trust in Morristown, NJ, where they have been registered since 2025. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Hennion & Walsh Asset Management, Inc. and Securian Financial Services, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Jersey.

Office

163 Madison Avenue
Morristown, NJ 07960

Advisors at this office: 31

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/27/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 11/23/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 3/17/2009
Series 55
Limited Representative-Equity Trader Exam
Passed 3/30/2000
Series 7
General Securities Representative Examination
Passed 1/15/1998
Series 24
General Securities Principal Examination
Passed 5/5/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Beacon TrustCurrent
5/13/2025 – Morristown, NJ
Hennion & Walsh Asset Management, Inc.
4/22/2021 – 4/24/2025Parsippany, NJ
Securian Financial Services, Inc.
6/21/2012 – 6/6/2019Parsippany, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Minnesota LIFE Insurance Co
    Apr 2012 – Jun 2019St. Paul, MN
  2. Securian Financial Services, Inc
    Apr 2012 – Jun 2019St. Paul, MN
  3. Allied Wealth Partners
    Jun 2014 – Jun 2019Parsippany, NJ
  4. N/a
    Jul 2019 – Mar 2021West Orange, NJ
  5. Hennion & Walsh Asset Management
    Apr 2021 – Apr 2025Parsippany, NJ
  6. Hennion & Walsh Inc.
    Apr 2021 – Apr 2025Parsippany, NJ
  7. Beacon Trust
    May 2025 – no end date reportedMorristown, NJ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Beacon Trust

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • Equity Strategies - Tier 11.25%
  • Equity Strategies - Tier 21.00%
  • Equity Strategies - Tier 30.90%
  • Equity Strategies - Tier 40.75%

+6 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
33
Offices listed on AdvisorFinder:
3
Main office:
Morristown, NJ
SEC file number:
801-96256

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 27, 2026

View full firm profile

Other advisors at Beacon Trust

Showing 12 of 33 in the directory

View Beacon Trust firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Andrew Pitt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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