Christie K. Markham

BECK BODE LLC

DEDHAM, MA 02026

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CRD#: 7002952

Professional summary

Christie Kneeland Markham is a registered financial advisor currently at BECK BODE LLC located in Dedham, Massachusetts.

Christie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christie has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christie Kneeland Markham'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

August 8, 2022 - Present

BECK BODE LLC

Office #1: 858 Washington Street Suite 100, Dedham, MA 02026

RIA

CRD#: 282611

DEDHAM, MA

Past

July 3, 2019 - July 5, 2022

MORGAN STANLEY

RIA

CRD#: 149777

NEWPORT, RI

Past

March 12, 2019 - July 5, 2022

MORGAN STANLEY

CRD#: 149777

NEWPORT, RI

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".

BECK BODE LLC

CRD#: 282611 / SEC#: 801-107188

RIA

Registered Investment Advisory firm - (1/27/2016 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

Massachusetts
(11/2/2022)

IAR

Rhode Island
(8/8/2022)

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: 7/3/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/12/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/21/2018

Securities Industry Essentials Examination

Current Firm

BECK BODE LLC

CRD#: 282611 / SEC#: 801-107188

RIA

Registered Investment Advisory firm - (1/27/2016 Approved)

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Contact information

Main Address

858 Washington Street Suite 100, Dedham, MA 02026

Mailing Address

Phone number

(617) 209-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BECK BODE LLC PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,544
AUM (Assets Under Management)	$ 615,926,726

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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Christie K. Markham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christie Kneeland Markham's CRS (Customer Relationship Summary).

Certified licenses

Experience

BECK BODE LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

BECK BODE LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2019

Series 7TO

Date: 3/12/2019

SIE

Date: 12/21/2018

Current Firm

BECK BODE LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BECK BODE LLC

TRUST BUT VERIFY

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