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Beat R. Merz

NEW HARBOR VENTURE PARTNERS
Spring Lake, NJ 07762
Some features on this profile are disabled
CRD#: 6166859
BM

Professional summary

Beat R Merz is a registered financial professional currently at NEW HARBOR VENTURE PARTNERS LLC located in Spring Lake, New Jersey.

Beat is registered as a RR (Registered Representative) and started their career in finance in 2013. Beat has worked at 2 firms and has passed the SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Beat R Merz'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

July 10, 2017 - Present

NEW HARBOR VENTURE PARTNERS LLC

Office #1: 215 Morris Avenue Suite 7, Spring Lake, NJ 07762
BD
CRD#: 283996
Spring Lake, NJ
Past

February 20, 2013 - September 27, 2017

ROCKPORT VENTURE SECURITIES, LLC

BD
CRD#: 113748
SPRING LAKE, NJ

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.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/17/2014
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

NH
NEW HARBOR VENTURE PARTNERS LLC
NEW HARBOR VENTURE PARTNERS LLC

CRD#: 283996 / SEC#: , 8-69779

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
215 Morris Avenue Suite 7, Spring Lake, NJ 07762
Mailing Address
215 Morris Avenue Suite 7, Spring Lake, NJ 07762
Phone number
(732) 740-5482
Established
New Jersey since 02/24/2016
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
BOSLAND, MARK GLENNMANAGING MEMBER - PRESIDENT/CEO/CCO/FINOP1977946

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NEW HARBOR VENTURE PARTNERS LLC

CRD#: 283996Spring Lake, NJ 07762

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