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Christina Guidice Duffy

Beacon Trust

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About Christina Guidice Duffy

Christina Duffy is a Registered Investment Advisor Representative with Beacon Trust. Christina has been in the industry for 19 years and has a strong background in financial services. She has a Series 7, Series 66, and Series 65 license. Christina specializes in working with high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations. Christina has a proven track record of success in providing financial advice and portfolio management services.

Firm Information

Christina Duffy is currently registered with Beacon Trust. Beacon Trust is an investment advisor headquartered in Morristown, New Jersey. The firm manages approximately $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Trust provides financial planning, portfolio management, and consulting services.
Beacon Trust

163 MADISON AVENUE

MORRISTOWN, NJ 07960

$4.02B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christina Duffy’s Registration & Firm History

NJ

05/22/2024 - Present

Beacon Trust (MORRISTOWN NJ)

NY

11/26/2018 - 09/08/2021

TRUIST INVESTMENT SERVICES, INC. (NEW YORK NY)

NJ

10/23/2009 - 11/09/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)

NJ

11/08/2004 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (FLORHAM PARK NJ)

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Licenses & Designations

IA

Issued 02/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/13/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Guidice Duffy.
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