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Christopher William Shagawat

Beacon Trust

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About Christopher William Shagawat

Christopher Shagawat is an Investment Advisor Representative at Beacon Trust in Morristown, New Jersey. Christopher has been in the industry since July 2011. Christopher is registered with the state of New Jersey as an Investment Advisor. Christopher has a Series 65 license and has been working with Beacon Trust since May 2015. Beacon Trust provides consulting, financial planning, and portfolio management services.

Firm Information

Christopher Shagawat 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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Christopher Shagawat’s Registration & Firm History

NJ

07/24/2015 - Present

Beacon Trust (MORRISTOWN NJ)

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Licenses & Designations

IA

Issued 05/14/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher William Shagawat.
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