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Inactive

Philip Michael Malitas

Beacon Pointe Advisors, LLC

Newport Beach, CA

Bala Cynwyd, PA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-15
NJ RA APPROVED 2025-04-02
  • PA RA
    APPROVED
    Since 2026-04-15
  • NJ RA
    APPROVED
    Since 2025-04-02

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Advisors Llc Bala Cynwyd PA 07/2024 04/2025
Janney Montgomery Scott Philadelphia PA 03/2024 05/2024
Janney Montgomery Scott Pennsylvania PA 06/2023 08/2023
Passariello's Pizzeria Moorestown NJ 06/2023 08/2023
Lighthouse Planning Consultants Collingswood NJ 06/2022 11/2022
Passariello's Pizzeria Moorestown NJ 05/2022 11/2022
Villanova University Villanova PA 08/2020 05/2024
Passariello's Pizzeria Moorestown NJ 05/2020 08/2021
St. Joseph's Preparatory School Philadelphia PA 08/2016 05/2020
Beacon Pointe Advisors Llc Bala Cynwyd PA 04/2025 03/2026
Beacon Pointe Advisors, Llc Bala Cynwyd PA 04/2026 Present
  • 07/2024 → 04/2025
    Beacon Pointe Advisors Llc
    Bala Cynwyd, PA
  • 03/2024 → 05/2024
    Janney Montgomery Scott
    Philadelphia, PA
  • 06/2023 → 08/2023
    Janney Montgomery Scott
    Pennsylvania, PA
  • 06/2023 → 08/2023
    Passariello's Pizzeria
    Moorestown, NJ
  • 06/2022 → 11/2022
    Lighthouse Planning Consultants
    Collingswood, NJ
  • 05/2022 → 11/2022
    Passariello's Pizzeria
    Moorestown, NJ
  • 08/2020 → 05/2024
    Villanova University
    Villanova, PA
  • 05/2020 → 08/2021
    Passariello's Pizzeria
    Moorestown, NJ
  • 08/2016 → 05/2020
    St. Joseph's Preparatory School
    Philadelphia, PA
  • 04/2025 → 03/2026
    Beacon Pointe Advisors Llc
    Bala Cynwyd, PA
  • 04/2026 → Present
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14

View on SEC IAPD

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