Philip Michael Malitas

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-03-14