Unclaimed Profile

Matthew Allen Beem

BLACK TORO LLC·MIAMI, Florida

SIE, Series 7, Series 24, Series 66, Series 86, Series 87CFAClean record15 years registeredBLACK TORO LLC

600 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5209325Firm CRD# 315289

Profile Verification

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

Identity

Matthew Allen Beem · MIAMI, FL

Registration

CRD #5209325 · BLACK TORO LLC · 15 years registered

Brand Profile

Not yet started

Career History

BLACK TORO LLC

Jul 2024 – present

EFG CAPITAL INTERNATIONAL CORP.

May 2021 – Jul 2021

MONTEVIDEO

EFG CAPITAL ADVISORS INC.

Nov 2015 – Feb 2019

MIAMI, FL

EFG ASSET MANAGEMENT (AMERICAS) CORP.

Dec 2013 – Oct 2021

MIAMI, FL

CITIGROUP GLOBAL MARKETS INC.

Jan 2011 – Sep 2013

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 86

Series 87

Registration record

First registered · January 4, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLACK TORO LLC

CRD 315289 · SEC 801-128015

AUM

$229M

Regulatory assets under management

Employees

12 client accounts

Services offered by BLACK TORO LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BLACK TORO LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Allen Beem offer?

Matthew Allen Beem specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Matthew Allen Beem's credentials?

Matthew Allen Beem holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Allen Beem located?

Matthew Allen Beem is based in MIAMI, Florida, working with BLACK TORO LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Matthew Allen Beem charge for services?

Matthew Allen Beem's firm is compensated through percentage of aum, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLACK TORO LLC?

BLACK TORO LLC has approximately 10 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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