Joseph F. Strancar

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Canton, OH 44718

Some features on this profile are disabled

CRD#: 1385202

Professional summary

Joseph Francis Strancar is a registered financial advisor currently at BEESE FULMER PRIVATE WEALTH MANAGEMENT located in Canton, Ohio.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Joseph has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Joseph Francis Strancar's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 2, 2025 - Present

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Office #1: 4334 Munson Street Nw Suite 102, Canton, OH 44718

RIA

CRD#: 109882

Canton, OH

Past

September 22, 2005 - June 30, 2025

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

RIA

CRD#: 136583

UNIONTOWN, OH

Past

November 23, 2004 - September 21, 2005

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

July 25, 1985 - September 21, 1988

MORGAN STANLEY DW INC.

CRD#: 7556

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE FULMER & PINCOE INC | BFP INVESTMENT MANAGEMENT | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | BEESE FULMER PRIVATE WEALTH MANAGEMENT

CRD#: 109882 / SEC#: 801-15485

RIA

Registered Investment Advisory firm - (9/17/1980 Approved)

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
(7/2/2025)

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

Series 63

Date: 9/6/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/25/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/22/2004

General Securities Representative Examination

Current Firm

BEESE FULMER PRIVATE WEALTH MANAGEMENT

BEESE FULMER & PINCOE INC | BFP INVESTMENT MANAGEMENT | BEESE, FULMER INVESTMENT MANAGEMENT, INC. | BEESE FULMER PRIVATE WEALTH MANAGEMENT

CRD#: 109882 / SEC#: 801-15485

RIA

Registered Investment Advisory firm - (9/17/1980 Approved)

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

4334 Munson Street Nw Suite 102, Canton, OH 44718

Mailing Address

Phone number

(330) 454-6555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEESE FULMER ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,257
AUM (Assets Under Management)	$ 1,584,302,453

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.

Similar Advisors

Rebecca Schneeberger

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Ridgeland, MS

Cindy Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

Dena Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

IAR

GRAYSON, KY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph F. Strancar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Francis Strancar's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEESE FULMER PRIVATE WEALTH MANAGEMENT

MERIDIAN CAPITAL MANAGEMENT GROUP, INC.

NATIONAL PLANNING CORPORATION

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BEESE FULMER PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 9/6/2005

Series 65

Date: 10/25/2000

Series 7

Date: 11/22/2004

Current Firm

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEESE FULMER PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors