Unclaimed Profile

Andy Leroy Beasley

THE MILESTONE GROUP, INC.·DENVER, Colorado

Series 7, Series 24, Series 63, Series 65Clean record23 years registeredTHE MILESTONE GROUP, INC.

370 17TH STREET, DENVER, CO 80202CRD# 2961298Firm CRD# 106733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andy Leroy Beasley · DENVER, CO

Registration

CRD #2961298 · THE MILESTONE GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE MILESTONE GROUP, INC.

THE MILESTONE GROUP, INC.

Apr 2008 – Oct 2018

DENVER, CO

JPMORGAN FLEMING ASSET MANAGEMENT

Nov 2002 – Dec 2002

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 1, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD 106733 · SEC 801-51401

AUM

$2.8B

Regulatory assets under management

Employees

2,128 client accounts

Services offered by BOK FINANCIAL PRIVATE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOK FINANCIAL PRIVATE WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Andy Leroy Beasley offer?

Andy Leroy Beasley specializes in Financial Planning, Investment Management, Wealth Management.

What are Andy Leroy Beasley's credentials?

Andy Leroy Beasley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andy Leroy Beasley located?

Andy Leroy Beasley is based in DENVER, Colorado, last registered with THE MILESTONE GROUP, INC..

How does Andy Leroy Beasley charge for services?

Andy Leroy Beasley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MILESTONE GROUP, INC.?

THE MILESTONE GROUP, INC. has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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