DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Christopher Cvitan
Certified Financial Planner
Feed of 09/14/2026
Also filed as Christopher Cvitan
At current firm
3 y
since May 26, 2023
In the industry
14 y
since Jul 7, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Beacon Trust independent RIA currentsince May 26, 2023 · Morristown, Nj
- World Advisory Services formerDec 4, 2020 to Dec 19, 2022 · Cedar Knolls, Nj
- MML Investors Services, LLC BD affiliatedMay 29, 2020 to Dec 3, 2020 · Paramus, Nj
- Morgan Stanley wirehouseMar 28, 2014 to Mar 7, 2016 · Paramus, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 10, 2012 to Mar 31, 2014 · Waldwick, Nj
Moves
a registration end followed by a registration begin elsewhere
- World Advisory Services to Beacon Trustleft Dec 19, 2022, registered May 26, 2023 (158 days) · Affiliated broker-dealer or bank to independent RIA
- MML Investors Services, LLC to World Advisory Servicesleft Dec 3, 2020, registered Dec 4, 2020 (1 days) · Affiliated broker-dealer or bank to another
- Morgan Stanley to MML Investors Services, LLCleft Mar 7, 2016, registered May 29, 2020 (1544 days) · Wirehouse to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Mar 31, 2014, registered Mar 28, 2014 (-3 days) · Wirehouse to wirehouse
Signals
- Christopher Cvitan left World Advisory Services for Beacon Trust (registered 2023-05-26)Dec 19, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address