Benjamin W Beck
CFP®Professional Summary
Benjamin W Beck, CFP® is a registered financial advisor currently at BECK BODE LLC located in Dedham, Massachusetts. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Benjamin has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Education Funding
Biography
We believe that knowing how to embrace and navigate that change, both good and bad, and employing a methodology where decisions are driven by reliable research – not emotion – are at the core of investing success. We also believe that success requires continuing collaboration and communication with clients, and that a culture deeply instilled with trust and ethics fosters enduring relationships that can be rewarding on many fronts. Our philosophy is unique, and we’re...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
BECK BODE LLC | MACDONALD WEALTH MANAGEMENT | INTENTIONAL WEALTH ADVISORS, LLC | BOSTON RETIREMENT ADVISORS | BECK BODE WEALTH MANAGEMENT, LLC | BECK BODE WEALTH MANAGEMENT
Contact Information
Main Address
858 Washington Street Suite 100, Dedham, MA 02026Phone Number
(617) 209-2224# of Employees
16SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,511AUM (Assets Under Management)
$666,352,130Similar Advisors
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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.
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Primary Firm SEC Registration
BECK BODE LLC | MACDONALD WEALTH MANAGEMENT | INTENTIONAL WEALTH ADVISORS, LLC | BOSTON RETIREMENT ADVISORS | BECK BODE WEALTH MANAGEMENT, LLC | BECK BODE WEALTH MANAGEMENT
State Registrations and Notice Filings
(1/27/2016)
(9/6/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin W Beck's CRS (Customer Relationship Summary).
Services Offered by Benjamin
- Retirement Planning
- Investment Management
- Financial Planning
- Education Funding
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