Unclaimed Profile

David Stanley Beckwith

RINET COMPANY, LLC·BOSTON, Massachusetts

Series 7, Series 63, Series 6522 years registeredRINET COMPANY, LLC

101 FEDERAL STREET, BOSTON, MA 02110CRD# 2285065Firm CRD# 106979

Profile Verification

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

Identity

David Stanley Beckwith · BOSTON, MA

Registration

CRD #2285065 · RINET COMPANY, LLC · 22 years registered

Brand Profile

Not yet started

Career History

THAYER PARTNERS LLC

Jul 2022 – present

RINET COMPANY, LLC

Dec 2010 – Dec 2021

BOSTON, MA

HALE AND DORR CAPITAL MANAGEMENT LLC

Apr 2004 – Jun 2005

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 2, 2004

Years registered · 22

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RINET COMPANY, LLC

CRD 106979 · SEC 801-17437

AUM

$2.0B

Regulatory assets under management

Employees

1,369 client accounts

Services offered by RINET COMPANY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RINET COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does David Stanley Beckwith offer?

David Stanley Beckwith specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are David Stanley Beckwith's credentials?

David Stanley Beckwith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Stanley Beckwith located?

David Stanley Beckwith is based in BOSTON, Massachusetts, working with RINET COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does David Stanley Beckwith charge for services?

David Stanley Beckwith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RINET COMPANY, LLC?

RINET COMPANY, LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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