AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RB

Roldo A. Beach

Some features on this profile are disabled
CRD#: 1109875
RB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roldo Alan Beach, AIF®, who also goes by Rollie Beach, was a registered financial professional .

Roldo is a previously registered financial professional and started their career in finance in 1983. Roldo had 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"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 16, 2019 - December 31, 2025

BEACH BENEFITS GROUP

RIA
CRD#: 300944
NORTH OLMSTED, OH
Past

December 20, 2007 - May 28, 2019

MCDONALD PARTNERS LLC

BD
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.

BD
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.

BD
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

BD
CRD#: 6413
FORT MILL, SC
Past

May 31, 1996 - March 19, 1999

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

April 15, 1983 - January 12, 1987

PFS INVESTMENTS INC.

BD
CRD#: 10111

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/30/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/23/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/30/1996
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/23/1985
Investment Company Products/Variable Contracts Principal Examination

Current Firm

BB
BEACH BENEFITS GROUP
BEACH BENEFITS GROUP | BENEFITS CONSULTING GROUP, LLC

CRD#: 300944 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts60
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.

Company Information

BEACH BENEFITS GROUP

CRD#: 300944

TRUST BUT VERIFY

Monitor Roldo Beach

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.