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BC

Beth R. Conklin

PACES FERRY WEALTH ADVISORS
ATLANTA, GA 30339
Some features on this profile are disabled
CRD#: 5800097
BC

Professional summary

Beth Rosner Conklin, who also goes by Beth Michelle Conklin, Beth Michelle Rosner, is a registered financial advisor currently at PACES FERRY WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Beth has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Beth Michelle Conklin | Beth Michelle Rosner

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.
Robert M. Rosener, LLC. The business is not investment related. 4309 Village Oaks Lane, Dunwoody, GA 30338 Life & Disability insurance Agent January 2015 Zero hours I am listed as an agent on some insurance policies that my father sells as part of his business succession plan for when he is no longer workings.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Rosner Conklin'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

February 15, 2024 - Present

PACES FERRY WEALTH ADVISORS, LLC

Office #1: 2849 Paces Ferry Road Suite 660, Atlanta, GA 30339
RIA
CRD#: 300057
ATLANTA, GA

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".
PF
PACES FERRY WEALTH ADVISORS, LLC
PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057 / SEC#: 801-114559

RIA
Registered Investment Advisory firm - (1/28/2019 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
Georgia
(2/15/2024)

Exams

Current Firm

PF
PACES FERRY WEALTH ADVISORS, LLC
PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057 / SEC#: 801-114559

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
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Contact information

Main Address
2849 Paces Ferry Road Suite 660, Atlanta, GA 30339
Mailing Address
Phone number
(404) 480-5200
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PACES FERRY WEALTH ADVISORS - BROCHURE SUPPLEMENT (3/6/2025)

Regulatory assets under management

Total Number of Accounts648
AUM (Assets Under Management)$ 430,008,091

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.

Company Information

PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057Atlanta, GA 30339

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