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Maria Dizio

Beacon Trust

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About Maria Dizio

Maria Dizio is an Investment Advisor Representative associated with Beacon Trust. Maria has been in the industry since December 2012 and is registered with the state of New Jersey. Maria is also a Series 65 licensed individual. Beacon Trust is an investment advisor with $1 billion - $10 billion in assets under management. The firm provides investment advisory services for individuals, high-net-worth individuals, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles. Beacon Trust's advisory services include financial planning, portfolio management, selection of other advisors and consulting.

Firm Information

Maria Dizio 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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Maria Dizio’s Registration & Firm History

NJ

05/31/2017 - Present

Beacon Trust (MORRISTOWN NJ)

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Licenses & Designations

IA

Issued 02/21/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Dizio.
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