Matthew A. Beem

BLACK TORO LLC

Montevideo,

Some features on this profile are disabled

CRD#: 5209325

Professional summary

Matthew Allen Beem is a registered financial advisor currently at BLACK TORO LLC .

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 7 firms and has passed the Series 66, SIE, Series 86, Series 87, Series 7 and Series 24 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.

I provide investment consultations to Black Toro as well as economic analysis.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Allen Beem'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

July 9, 2024 - Present

BLACK TORO LLC

RIA

CRD#: 315289

Montevideo,

Past

May 13, 2022 - August 23, 2023

VECTORGLOBAL WMG

CRD#: 32396

MIAMI, FL

Past

May 3, 2021 - July 13, 2021

EFG CAPITAL INTERNATIONAL

RIA

CRD#: 40118

MONTEVIDEO,

Past

November 18, 2015 - February 22, 2019

EFG CAPITAL ADVISORS INC.

RIA

CRD#: 112224

MIAMI, FL

Past

December 19, 2013 - October 8, 2021

EFG ASSET MANAGEMENT (AMERICAS) CORP.

RIA

CRD#: 158905

MIAMI, FL

Past

October 4, 2013 - October 8, 2021

EFG CAPITAL INTERNATIONAL

CRD#: 40118

MONTEVIDEO,

Past

January 4, 2011 - September 12, 2013

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MIAMI, FL

Past

August 18, 2010 - September 12, 2013

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MIAMI, FL

Past

October 2, 2009 - August 4, 2010

VECTORGLOBAL WMG

CRD#: 32396

MIAMI, FL

Past

September 14, 2006 - March 30, 2009

STANFORD GROUP COMPANY

CRD#: 39285

HOUSTON, TX

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".

BLACK TORO LLC

CRD#: 315289 / SEC#: 801-128015

RIA

Registered Investment Advisory firm - (5/19/2023 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

Florida
(7/9/2024)

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: 12/28/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 2/5/2007

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 12/22/2006

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 9/13/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/24/2015

General Securities Principal Examination

Current Firm

BLACK TORO LLC

CRD#: 315289 / SEC#: 801-128015

RIA

Registered Investment Advisory firm - (5/19/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

600 Brickell Avenue Suite 1775, Miami, FL 33131

Mailing Address

Phone number

(786) 753-7009

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A AND 2B BLACK TORO LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 276,710,783

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew A. Beem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Allen Beem's CRS (Customer Relationship Summary).

Certified licenses

Experience

VECTORGLOBAL WMG

EFG CAPITAL INTERNATIONAL

EFG CAPITAL ADVISORS INC.

EFG ASSET MANAGEMENT (AMERICAS) CORP.

EFG CAPITAL INTERNATIONAL

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

VECTORGLOBAL WMG

STANFORD GROUP COMPANY

Primary Firm SEC Registration

BLACK TORO LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2010

SIE

Date: 10/1/2018

Series 86

Date: 2/5/2007

Series 87

Date: 12/22/2006

Series 7

Date: 9/13/2006

Series 24

Date: 11/24/2015

Current Firm

BLACK TORO LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACK TORO LLC

TRUST BUT VERIFY

Similar Advisors