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Benjamin Jared Pitts

CYPRESS FINANCIAL PLANNING, LLC·HADDON HEIGHTS, New Jersey
Series 3, Series 7, Series 66Clean record14 years registeredCYPRESS FINANCIAL PLANNING, LLC
400 WHITE HORSE PIKE, HADDON HEIGHTS, NJ 08035CRD# 5549495Firm CRD# 151014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Jared Pitts · HADDON HEIGHTS, NJ
Registration
CRD #5549495 · CYPRESS FINANCIAL PLANNING, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

CYPRESS FINANCIAL PLANNING
Sep 2023 – present
MYFINANCIALANSWERS
Jul 2017 – Oct 2019
CHERRY HILL, NJ
CYPRESS FINANCIAL PLANNING
Jun 2012 – Apr 2022
HADDON HEIGHTS, NJ
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 66
Registration record
First registered · June 4, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CYPRESS FINANCIAL PLANNING, LLC
CRD 151014 · SEC 801-112700
AUM
$308M
Regulatory assets under management
Employees
6
1,309 client accounts
Services offered by CYPRESS FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CYPRESS FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does Benjamin Jared Pitts offer?
Benjamin Jared Pitts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HADDON HEIGHTS, New Jersey for a consultation.
What are Benjamin Jared Pitts's credentials?
Benjamin Jared Pitts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Jared Pitts located?
Benjamin Jared Pitts is based in HADDON HEIGHTS, New Jersey, working with CYPRESS FINANCIAL PLANNING, LLC. Their office serves clients in the HADDON HEIGHTS metropolitan area and surrounding communities.
How does Benjamin Jared Pitts charge for services?
Benjamin Jared Pitts's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYPRESS FINANCIAL PLANNING, LLC?
CYPRESS FINANCIAL PLANNING, LLC has approximately 6 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CYPRESS FINANCIAL PLANNING, LLC

Evan Powers
HADDON HEIGHTS, NJ
Jeffrey Russell Jones
HADDON HEIGHTS, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
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Research
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