Roldo A. Beach

BEACH BENEFITS GROUP

North Olmsted, OH 44070

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CRD#: 1109875

Professional summary

Roldo Alan Beach, AIF®, who also goes by Rollie Beach, is a registered financial advisor currently at BEACH BENEFITS GROUP located in North Olmsted, Ohio.

Roldo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Roldo has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rollie Beach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AGENT FOR ANCILLARY GROUP BENEFITS AND WORKSITE BENEFITS THROUGH VARIOUS CARRIERS FOR PRIVATELY HELD COMPANIES. THIS IS NOT INVESTMENT RELATED AND LESS THAN 10 HOURS PER MONTH ARE DONE WORKING DURING SECURITIES TRADING HOURS. THE ADDRESS IS 30700 CENTER RIDGE RD., WESTLAKE, OHIO 44145. Roldo A Beach is owner of Beach Benefits Group, LLC. Revenue earned from Mr. Beach's other affiliation with McDonald Partners, LLC. are passed through this entity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roldo Alan Beach's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 16, 2019 - Present

BEACH BENEFITS GROUP

Office #1: 30980 Lorain Road, North Olmsted, OH 44070

RIA

CRD#: 300944

North Olmsted, OH

Past

December 20, 2007 - May 28, 2019

MCDONALD PARTNERS LLC

CRD#: 135414

CLEVELAND, OH

Past

November 29, 2007 - May 28, 2019

MCDONALD PARTNERS LLC

RIA

CRD#: 135414

North Olmsted, OH

Past

January 11, 2007 - June 4, 2007

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

WILLOUGHBY HILLS, OH

Past

January 11, 2007 - November 28, 2007

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

WILLOUGHBY HILLS, OH

Past

January 9, 2007 - June 4, 2007

ASSOCIATED SECURITIES CORP.

CRD#: 12969

WILLOUGHBY HILLS, OH

Past

October 26, 2005 - January 9, 2007

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

INDEPENDENCE, OH

Past

August 23, 2005 - January 9, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

INDEPENDENCE, OH

Past

April 17, 2003 - March 15, 2005

OSWALD FINANCIAL, INC.

RIA

CRD#: 124668

CLEVELAND, OH

Past

October 18, 1999 - March 22, 2005

LPL FINANCIAL LLC

RIA

CRD#: 6413

CLEVELAND, OH

Past

March 15, 1999 - March 22, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

May 31, 1996 - March 19, 1999

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

April 15, 1983 - January 12, 1987

PFS INVESTMENTS INC.

CRD#: 10111

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/16/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/30/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/30/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/23/1985

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BEACH BENEFITS GROUP

BEACH BENEFITS GROUP | BENEFITS CONSULTING GROUP, LLC

CRD#: 300944 / SEC#:

North Carolina

Registered Investment Advisory firm - (9/18/2025 Approved)

Ohio

Registered Investment Advisory firm - (5/16/2019 Approved)

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Contact information

Main Address

30980 Lorain Road, North Olmsted, OH 44070

Mailing Address

Phone number

(216) 513-8905

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 54,319,582

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Roldo A. Beach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roldo Alan Beach's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC

ASSOCIATED SECURITIES CORP.

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

OSWALD FINANCIAL, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/1999

Series 63

Date: 5/23/1996

SIE

Date: 10/1/2018

Series 6

Date: 5/30/1996

Series 26

Date: 12/23/1985

Current Firm

BEACH BENEFITS GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACH BENEFITS GROUP

TRUST BUT VERIFY

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