Bradley S. Bechok

SLB ADVISORS

Belmont, MA 02478-4448

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CRD#: 4612040

Professional summary

Bradley Steven Bechok, who also goes by Bradley Bechok, is a registered financial advisor currently at SLB ADVISORS, LLC located in Belmont, Massachusetts.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bradley has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley Bechok

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) 329 COLUMBUS AVENUE CONDO TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2000 ADDRESS: Boston MA, United States DESCRIPTION: Trustee duties 2) SLB REALTY TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2001 ADDRESS: Belmont MA, United States DESCRIPTION: Trustee duties 3) NATURE OF BUSINESS: LIFE INSURANCE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES, AGENT, AS OF 1/20/2005, DESCRIPTION OF DUTIES: INSURANCE PLANNING, ANALYSIS, IMPLEMENTATION AND REVIEW NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Steven Bechok'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®

None

Experience

Current

April 27, 2023 - Present

SLB ADVISORS, LLC

Office #1: 69 Trapelo Road, Belmont, MA 02478-4448

RIA

CRD#: 322809

Belmont, MA

Past

March 26, 2018 - October 28, 2022

BRIGGS ADVISORY GROUP, INC.

RIA

CRD#: 291947

BOSTON, MA

Past

February 24, 2003 - June 12, 2018

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

BOSTON, MA

Past

January 7, 2003 - June 12, 2018

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

BOSTON, MA

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
(4/27/2023)

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 66

Date: 2/3/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/6/2003

General Securities Representative Examination

Current Firm

SLB ADVISORS, LLC

CRD#: 322809 / SEC#:

Massachusetts

Registered Investment Advisory firm - (4/27/2023 Approved)

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Contact information

Main Address

69 Trapelo Road, Belmont, MA 02478-4448

Mailing Address

Phone number

(617) 451-8700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Bradley S. Bechok

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Steven Bechok's CRS (Customer Relationship Summary).

Certified licenses

Experience

SLB ADVISORS, LLC

BRIGGS ADVISORY GROUP, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/3/2003

SIE

Date: 6/12/2018

Series 7

Date: 1/6/2003

Current Firm

SLB ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

SLB ADVISORS, LLC

TRUST BUT VERIFY

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