David S. Beck

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CRD#: 5788975

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Scott Beck, AIF®, who also goes by David Beck, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2010. David had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Beck

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.

NAME OF OTHER BUSINESS: ONE STRATEGIC CAPTIAL, INC.; INVESTMENT RELATED; YES; ADDRESS: 249 WINSLOW WAY EAST, SUITE 100,BAINBRIDGE ISLAND,WA 98110; NATURE OF OTHER BUSINESS; INSURANCE AGENCY; POSITION; INSURANCE AGENT, VP; START DATE: 12/1/2016; NUMBER OF HOURS/MONTH: 30; NUMBER HOURS/MONTH DURING TRADING HOURS: 6.5; SALES OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Past

March 28, 2022 - June 19, 2024

HIDDEN COVE WEALTH MANAGEMENT

RIA

CRD#: 318677

BAINBRIDGE ISLAND, WA

Past

June 7, 2019 - May 4, 2022

ONEDIGITAL

RIA

CRD#: 106766

Bainbridge Island, WA

Past

June 3, 2019 - April 7, 2020

TRIAD ADVISORS LLC

CRD#: 25803

Bainbridge Island, WA

Past

January 3, 2017 - June 4, 2019

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

BAINBRIDGE ISLAND, WA

Past

December 2, 2016 - June 4, 2019

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

BAINBRIDGE ISLAND, WA

Past

June 23, 2011 - December 15, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

June 23, 2011 - December 15, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEATTLE, WA

Past

August 6, 2010 - July 8, 2011

MORGAN STANLEY

RIA

CRD#: 149777

SEATTLE, WA

Past

July 9, 2010 - July 8, 2011

MORGAN STANLEY

CRD#: 149777

SEATTLE, WA

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".

HIDDEN COVE WEALTH MANAGEMENT

HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD#: 318677 / SEC#: 801-123527

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 8/5/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2010

General Securities Representative Examination

Current Firm

HIDDEN COVE WEALTH MANAGEMENT

HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD#: 318677 / SEC#: 801-123527

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

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Contact information

Main Address

249 Winslow Way East Suite 100, Bainbridge Island, WA 98110

Mailing Address

Phone number

(206) 397-4890

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HCWM FIRM BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	949
AUM (Assets Under Management)	$ 335,173,048

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

David S. Beck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ONEDIGITAL

TRIAD ADVISORS LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

HIDDEN COVE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2010

SIE

Date: 10/1/2018

Series 7

Date: 7/8/2010

Current Firm

HIDDEN COVE WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HIDDEN COVE WEALTH MANAGEMENT

TRUST BUT VERIFY

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