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DF

Dennis S. Fulmer

BEESE FULMER PRIVATE WEALTH MANAGEMENT
CANTON, OH 44702
Some features on this profile are disabled
CRD#: 4346777
DF

Professional summary

Dennis Scott Fulmer is a registered financial advisor currently at BEESE FULMER PRIVATE WEALTH MANAGEMENT located in Canton, Ohio.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Dennis has worked at 1 firm .

top-8-questions

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 Dennis Scott Fulmer'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

January 3, 1983 - Present

BEESE FULMER PRIVATE WEALTH MANAGEMENT

Office #1: 220 Market Ave., South Suite 1150, Canton, OH 44702
RIA
CRD#: 109882
CANTON, OH

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".
BF
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
(1/1/2000)

Exams

Current Firm

BF
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)
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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
13

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,257
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.

Company Information

BEESE FULMER PRIVATE WEALTH MANAGEMENT

CRD#: 109882Canton, OH 44702

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