CB
Cynthia M. Beymer
STRATEGIC ADVISERS LLC
OCOEE, FL
Some features on this profile are disabled
CRD#: 2356490
CB
Professional summary
Cynthia M. Beymer, who also goes by Cindy Marie Beymer, Cynthia Marie Beymer, Cynthia Beymer, Cynthia M Beymer, Cynthia Marie Novak, Cindy Marie Novak, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ocoee, Florida and FIDELITY BROKERAGE SERVICES LLC located in Covington, Kentucky.
Cynthia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Cynthia has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cindy Marie Beymer | Cynthia Marie Beymer | Cynthia Beymer | Cynthia M Beymer | Cynthia Marie Novak | Cindy Marie Novak
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.
1. Adecco Temporary Agency working for NHL All Star week; Investment related - No; San Diego CA; Other; Other (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; Help maintain the event for NHL fans at their fan fest and various private parties held during the week. *384010 - Adecco Temporary Agency working for the NHL All Star week; Investment related -No; Events; Jan 2020 ;Help maintain the event for NHL fans at their fan fest and various private parties. *462572 - NHL All Star Fan Fest; Investment related -No; Las Vegas, Nevada; NHL All Star Fan Fest; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 50; Customer Service
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia M. Beymer'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
OCOEE, FL
Current
August 1, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 100 Howe Drive, Covington, KY 41015BD
CRD#: 7784
Covington, KY
Past
September 14, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OCOEE, FL
Past
November 8, 2016 - May 19, 2022
MORGAN STANLEY
RIA
CRD#: 149777
Orlando, FL
Past
November 7, 2016 - May 19, 2022
MORGAN STANLEY
BD
CRD#: 149777
Orlando, FL
Past
June 14, 2011 - September 19, 2016
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
CINCINNATI, OH
Past
June 13, 2011 - September 19, 2016
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
CINCINNATI, OH
Past
June 1, 2009 - June 3, 2011
MORGAN STANLEY
RIA
CRD#: 149777
CINCINNATI, OH
Past
June 1, 2009 - June 3, 2011
MORGAN STANLEY
BD
CRD#: 149777
CINCINNATI, OH
Past
February 1, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
CINCINNATI, OH
Past
March 3, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
CINCINNATI, OH
Past
July 12, 2002 - March 29, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
May 18, 1994 - July 19, 2002
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/1/2022)
RR
Alaska(8/1/2022)
RR
Arizona(8/1/2022)
RR
Arkansas(8/1/2022)
RR
California(8/1/2022)
RR
Colorado(8/1/2022)
RR
Connecticut(8/1/2022)
RR
Delaware(8/1/2022)
RR
District of Columbia(8/1/2022)
RR
Florida(8/1/2022)
IAR
Florida(3/31/2025)
RR
Georgia(8/1/2022)
RR
Hawaii(8/1/2022)
RR
Idaho(8/1/2022)
RR
Illinois(8/1/2022)
RR
Indiana(8/1/2022)
RR
Iowa(8/1/2022)
RR
Kansas(8/1/2022)
RR
Kentucky(8/1/2022)
RR
Louisiana(8/1/2022)
RR
Maine(8/1/2022)
RR
Maryland(8/1/2022)
RR
Massachusetts(8/1/2022)
RR
Michigan(8/1/2022)
RR
Minnesota(8/1/2022)
RR
Mississippi(8/1/2022)
RR
Missouri(8/1/2022)
RR
Montana(8/1/2022)
RR
Nebraska(8/1/2022)
RR
Nevada(8/1/2022)
RR
New Hampshire(8/1/2022)
RR
New Jersey(8/1/2022)
RR
New Mexico(8/1/2022)
RR
New York(8/1/2022)
RR
North Carolina(8/1/2022)
RR
North Dakota(8/1/2022)
RR
Ohio(8/1/2022)
RR
Oklahoma(8/1/2022)
RR
Oregon(8/1/2022)
RR
Pennsylvania(8/1/2022)
RR
Puerto Rico(8/1/2022)
RR
Rhode Island(8/1/2022)
RR
South Carolina(8/1/2022)
RR
South Dakota(8/1/2022)
RR
Tennessee(8/1/2022)
RR
Texas(8/1/2022)
RR
Utah(8/1/2022)
RR
Vermont(8/1/2022)
RR
Virgin Islands(8/1/2022)
RR
Virginia(8/1/2022)
RR
Washington(8/1/2022)
RR
West Virginia(8/1/2022)
RR
Wisconsin(8/1/2022)
RR
Wyoming(8/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/9/1994
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
