Christina Duffy
Advisor at Beacon Trust
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Beacon Trust
Location
Morristown, NJ 07960
Credentials
Series 65, Series 66
Industry experience
18 years
About
Christina Duffy is a financial advisor at Beacon Trust with 18 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several firms including Chilton Trust Company, Truist Bank, and Merrill Lynch. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm employs an open-architecture investment platform with a risk-first approach and offers integrated trust and banking referral services.
Client services
Based on Beacon Trust
Financial planning
Portfolio management
Selection of other advisers
Consulting
Expertise
Based on Beacon Trust
Active portfolio management
Factor investing / smart beta
Tax-loss harvesting
Private / alternative investments
Options & derivatives strategies
Fee options
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $15,000,000: 0.75% $15,000,001+: 0.50%
Account minimum: $500,000 Minimum fee: Generally a minimum annual fee of $5,000 when minimum portfolio size is waived. Fee-only: Fixed financial planning fees generally ranging from $5,000 to $15,000 depending on scope; planning fee component waived for clients with AUM over $1,000,000.
Location
163 Madison Avenue
Morristown, NJ 07960
Most active in
Christina D has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Connecticut · Illinois · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Vermont · Virginia · Wisconsin
Work history
Beacon Trust Company
2023 - Present (3 years)
Chilton Trust Company
2021 - 2023 (2 years)
Truist Bank
2018 - 2021 (3 years)
Sun Trust Investment Services, Inc.
2018 - 2018 (1 year)
Sun Trust Bank
2018 - 2018 (1 year)
Suntrust Advisory Services, Inc
2018 - 2018 (1 year)
Merrill
2009 - 2018 (9 years)
Bank Of America, N.a.
2004 - 2018 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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