Benjamin Pitts has been Owner and Principal of Cypress Financial Planning since May 2012, is a control person of the firm and directly owns between 5% and 10% of it.
Cypress Financial Planning, LLC is a Haddon Heights, NJ firm with $490M under management, 432 clients and 6 advisers across 4 offices, as of its July 2026 filing.
Benjamin Pitts’ longest registration was 9 years at Cypress Financial Planning (2012–2022). Before joining Cypress Financial Planning in 2023, Benjamin Pitts was registered through Myfinancialanswers.
- Cypress Financial PlanningCurrent– present · 3 yearsBroomfield, CO · Adviser representative · Firm CRD 151014
- Myfinancialanswers– · 2 yearsCherry Hill, NJ · Adviser representative · Firm CRD 286461
Investment adviser representative registrations
Benjamin Pitts is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2023; the most recent is Texas, in October 2024.
- ColoradoSince 8 September 2023
- New JerseySince 2 October 2023
- TexasResidentSince 16 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 26 October 2009 |
| Series 3 | National Commodity Futures Examination | 2 October 2009 |
| Series 66 | Uniform Combined State Law Examination | 18 September 2009 |
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Benjamin Jared Pitts
- CRD
- 5549495
- Firm
- Cypress Financial Planning · CRD 151014
- Role
- Owner and Principal
- Office
- Broomfield, CO
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Benjamin Pitts work?
Benjamin Pitts has been Owner and Principal of Cypress Financial Planning, LLC since May 2012, and is a control person of the firm.
Is Benjamin Pitts a financial advisor?
Yes. Benjamin Pitts has a current investment-adviser registration in Colorado, New Jersey and Texas, through Cypress Financial Planning since September 2023.
How many years of experience does Benjamin Pitts have?
Benjamin Pitts has 12 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Benjamin Pitts passed?
Benjamin Pitts has passed 3 licensing exams: the Series 66, Series 3 and Series 7. The earliest, the Series 66, was passed in September 2009.
Where did Benjamin Pitts work before Cypress Financial Planning?
Before Cypress Financial Planning, Benjamin Pitts was registered through Myfinancialanswers, July 2017 to October 2019.
Where is Benjamin Pitts based?
Benjamin Pitts’ registered office is in Broomfield, CO.
Is Benjamin Pitts registered with FINRA?
No. Benjamin Pitts has no current broker registration.
How can I verify Benjamin Pitts’ record?
Search CRD 5549495 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Pitts’ full registration record.
