Beth W. Guttman

WELINSKY AND WELINSKY CPAS

CLIFFSIDE PARK, NJ

CRD#: 8130115

Some features on this profile are disabled

Professional summary

Beth Welinsky Guttman, who also goes by Beth Jill Welinsky, is a registered financial advisor currently at WELINSKY AND WELINSKY CPAS located in Cliffside Park, New Jersey.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Beth has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beth Jill Welinsky

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 Beth Welinsky Guttman'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 24, 2025 - Present

WELINSKY AND WELINSKY CPAS

RIA

CRD#: 129554

CLIFFSIDE PARK, NJ

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

New Jersey
(7/24/2025)

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 65

Date: 6/11/2025

Uniform Investment Adviser Law Examination

Current Firm

WELINSKY AND WELINSKY CPAS

CRD#: 129554 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/8/2004 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Cliffside Park, NJ

Mailing Address

Po Box 299, Cliffside Park, NJ 07010

Phone number

(201) 945-0251

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Beth W. Guttman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Welinsky Guttman's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELINSKY AND WELINSKY CPAS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2025

Current Firm

WELINSKY AND WELINSKY CPAS

Contact information

Documents

Red Flags

Company Information

WELINSKY AND WELINSKY CPAS

TRUST BUT VERIFY

Similar Advisors