firm
Beacon Trust
MORRISTOWN, NJ
CRD: 226547
In PWD coverage since September 9, 2026 · 1 story
$4.4BRegulatory AUMSEC Form ADV · Sep 26
51EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 12 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Christina Duffy
Sep 8 · to Glenmede
PWD coverage
the_tape
The wirehouse liftout turns inward
Merrill and UBS pulled $2.2 billion from Morgan Stanley and Wells Fargo in a week. Wirehouse private wealth units now recruit from one another.