Matthew Jacob Beckman
Professional Summary
Matthew Jacob Beckman is a registered financial advisor currently at YORKVILLE IVES & CO., LLC located in Mountainside, New Jersey. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2000. Matthew has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 55, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
YORKVILLE IVES & CO., LLC | YORKVILLE SECURITIES, LLC
Contact Information
Main Address
1012 Springfield Ave, Mountainside, NJ 07092Mailing Address
1012 Springfield Ave, Mountainside, NJ 07092Phone Number
(201) 536-5110Established
Delaware since 02/08/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (28 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| YORKVILLE BD HOLDINGS, LLC | SOLE MEMBER | — |
| ANGELO, MARK ANTHONY | CHAIRMAN OF BOARD OF MANAGERS | 2585969 |
| BECKMAN, MATTHEW JACOB | MEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING | 4139592 |
| BOWMAN, TIMOTHY JOSEPH | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND FINOP | 2247374 |
| BRIGGS, ROGER THOMAS | CHIEF EXECUTIVE OFFICER | 1140433 |
| FRANKS, OREN | CONTROLLER | 4902717 |
| RILLO, TROY JAMES | PARTNER | 1726077 |
| ROSSELLI, MICHAEL ALBERT | MEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING | 7714774 |
| SCHULTZ, BARRETT OLIVER | CHIEF COMPLIANCE OFFICER | 2741114 |
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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.
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State Registrations and Notice Filings
(7/10/2026)
(7/24/2025)
(7/10/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Oct 2024About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Apr 2002SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Jacob Beckman's CRS (Customer Relationship Summary).
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