Collin E. Osbahr
Professional summary
Collin E Osbahr, who also goes by Collin Everett Osbahr, Collin Osbahr, is a registered financial advisor currently at BECK CAPITAL MANAGEMENT LLC located in Austin, Texas.
Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Collin has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Collin E Osbahr's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2025 - Present
BECK CAPITAL MANAGEMENT LLC
Office #1: 2009 S. Capital Of Texas Hwy. Suite 200, Austin, TX 78746December 7, 2022 - December 19, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 7, 2022 - December 19, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 1, 2019 - August 31, 2022
PURSHE KAPLAN STERLING INVESTMENTS
September 30, 2019 - November 25, 2019
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
BECK CAPITAL MANAGEMENT LLC
CRD#: 152705 / SEC#: 801-70977
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/7/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 7TO
Date: 9/30/2019
General Securities Representative ExaminationCurrent Firm
BECK CAPITAL MANAGEMENT LLC
CRD#: 152705 / SEC#: 801-70977
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,030 |
| AUM (Assets Under Management) | $ 504,891,520 |
Red Flags
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