Daniel M. Beckerman

BECKERMAN WEALTH

Ocean Grove, NJ 07756

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CRD#: 4227932

Professional summary

Daniel Mark Beckerman, CFP®, ChFC®, CPWA® is a registered financial advisor currently at BECKERMAN WEALTH located in Ocean Grove, New Jersey.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Daniel has worked at 5 firms and has passed the Series 65, Series 63, Series 31 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.

INSURANCE AGENT - BECKERMAN INSTITUTIONAL LLC, SELLING FIXED ANNUITIES AND LIFE EARNING 1099 INCOME. 40 HOURS/MONTH, 35 HOURS DURING NON-TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mark Beckerman'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®

CFP^®

Certified Financial Planner

Start date: 2008

ChFC^®

Chartered Financial Consultant

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-07-14

Expire date: 2023-05-31

Experience

Current

December 4, 2006 - Present

BECKERMAN WEALTH

Office #1: 77 Main Avenue Suite 1a, Ocean Grove, NJ 07756

RIA

CRD#: 142480

Ocean Grove, NJ

Past

February 13, 2007 - March 31, 2011

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

OAKHURST, NJ

Past

September 20, 2005 - November 21, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

RED BANK, NJ

Past

January 21, 2004 - November 21, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

RED BANK, NJ

Past

October 3, 2002 - October 18, 2002

BENSON YORK GROUP, INC.

CRD#: 40231

MELVILLE, NY

Past

July 27, 2000 - September 27, 2000

GLOBAL CAPITAL SECURITIES CORPORATION

CRD#: 16184

ENGLEWOOD, CO

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".

BECKERMAN WEALTH

BECKERMAN INSTITUTIONAL, LLC | EWEALTHADVISOR | BECKERMAN WEALTH

CRD#: 142480 / SEC#: 801-120898

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

New Jersey

Registered Investment Advisory firm - (4/28/2021 Terminated)

New York

Registered Investment Advisory firm - (4/28/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(12/4/2006)

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: 3/9/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 1/27/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/26/2000

General Securities Representative Examination

Current Firm

BECKERMAN WEALTH

BECKERMAN INSTITUTIONAL, LLC | EWEALTHADVISOR | BECKERMAN WEALTH

CRD#: 142480 / SEC#: 801-120898

RIA

Registered Investment Advisory firm - (4/23/2021 Approved)

New Jersey

Registered Investment Advisory firm - (4/28/2021 Terminated)

New York

Registered Investment Advisory firm - (4/28/2021 Terminated)

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Contact information

Main Address

77 Main Avenue Suite 1a, Ocean Grove, NJ 07756

Mailing Address

Phone number

(877) 892-7738

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	622
AUM (Assets Under Management)	$ 253,424,112

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

Daniel M. Beckerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mark Beckerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

BENSON YORK GROUP, INC.

GLOBAL CAPITAL SECURITIES CORPORATION

Primary Firm SEC Registration

BECKERMAN WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2004

Series 63

Date: 8/3/2000

Series 31

Date: 1/27/2004

Series 7

Date: 7/26/2000

Current Firm

BECKERMAN WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BECKERMAN WEALTH

TRUST BUT VERIFY

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