TrueAdvisor
TrueAdvisor
CC
CFP
CC
CFP

Christopher a Cristallo

Beam Wealth Advisors, INC.
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Beam Wealth Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$611K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$75K

Location

Marietta, GA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Beam Wealth Advisors, INC.
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Benedetti, Gucer & Associates
December 2019 - June 2024 · 4 yrs 6 mos
Cetera Advisor Networks LLCBroker
July 2017 - December 2019 · 2 yrs 5 mos
LPL Financial LLCBroker
December 2016 - July 2017 · 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.