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Owner and Principal · Cypress Financial Planning

Benjamin J. Pitts

CRD 5549495 · Named on Form ADV at one SEC-registered adviser

At a glance

Cypress Financial Planning, an SEC-registered wealth manager based in Haddon Heights, NJ with $490 million in regulatory assets, lists Benjamin J. Pitts on its Form ADV as Owner and Principal, a control person.

Firms and roles

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bradley J. SorensenChief Investment Officer, Cypress Financial Planning
  • Jeffrey R. JonesOwner, Principal and Senior Financial Planner, Cypress Financial Planning
  • Evan PowersPrincipal and Financial Planner, Cypress Financial Planning
  • Kurt H. RuoffManaging Partner, Chief Compliance Officer and Senior Financial Planner, Cypress Financial Planning

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.