Peter J. Kalianiotis

BECK BODE LLC

DEDHAM, MA 02026

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CRD#: 4476235

Professional summary

Peter J Kalianiotis, who also goes by Peter J Kalianiotis, is a registered financial advisor currently at BECK BODE LLC located in Dedham, Massachusetts.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Peter has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter J Kalianiotis

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 Peter J Kalianiotis'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

May 7, 2025 - Present

BECK BODE LLC

Office #1: 858 Washington Street Suite 100, Dedham, MA 02026

RIA

CRD#: 282611

DEDHAM, MA

Past

May 11, 2016 - November 14, 2017

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

June 2, 2014 - May 6, 2016

RS FUNDS DISTRIBUTOR LLC

CRD#: 165753

Boston, MA

Past

November 16, 2001 - June 2, 2014

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

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".

BECK BODE LLC

CRD#: 282611 / SEC#: 801-107188

RIA

Registered Investment Advisory firm - (1/27/2016 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

Massachusetts
(5/7/2025)

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

IAR

Series 65

Date: 4/29/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/20/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/15/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BECK BODE LLC

CRD#: 282611 / SEC#: 801-107188

RIA

Registered Investment Advisory firm - (1/27/2016 Approved)

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Contact information

Main Address

858 Washington Street Suite 100, Dedham, MA 02026

Mailing Address

Phone number

(617) 209-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BECK BODE LLC PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,544
AUM (Assets Under Management)	$ 615,926,726

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

Peter J. Kalianiotis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter J Kalianiotis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA CAPITAL, LLC

RS FUNDS DISTRIBUTOR LLC

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

BECK BODE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2025

Series 63

Date: 2/20/2002

SIE

Date: 11/14/2017

Series 7

Date: 6/23/2006

Series 6

Date: 11/15/2001

Current Firm

BECK BODE LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BECK BODE LLC

TRUST BUT VERIFY

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