Unclaimed Profile

Benjamin W Beck

BECK BODE LLC·DEDHAM, Massachusetts

SIE, Series 7, Series 31, Series 66CFP20 years registeredBECK BODE LLC

858 WASHINGTON STREET, DEDHAM, MA 02026CRD# 4910104Firm CRD# 282611

Profile Verification

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

Identity

Benjamin W Beck · DEDHAM, MA

Registration

CRD #4910104 · BECK BODE LLC · 20 years registered

Brand Profile

Not yet started

Career History

BECK BODE LLC

Jan 2016 – present

COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT

Mar 2023 – Dec 2023

Dedham,, MA

BOSTON RETIREMENT ADVISORS,LLC

Dec 2015 – Sep 2018

Woburn, MA

PRIVATE ADVISOR GROUP, LLC

Feb 2013 – Jan 2016

DEDHAM, MA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2005 – Feb 2013

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · October 24, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

2013Customer Dispute·Denied

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

BECK BODE LLC

CRD 282611 · SEC 801-107188

AUM

$556M

Regulatory assets under management

Employees

2,876 client accounts

Services offered by BECK BODE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BECK BODE LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin W Beck offer?

Benjamin W Beck specializes in Financial Planning, Investment Management. Contact their office in DEDHAM, Massachusetts for a consultation.

What are Benjamin W Beck's credentials?

Benjamin W Beck holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Benjamin W Beck located?

Benjamin W Beck is based in DEDHAM, Massachusetts, working with BECK BODE LLC. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.

How does Benjamin W Beck charge for services?

Benjamin W Beck'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 BECK BODE LLC?

BECK BODE LLC has approximately 17 employees and manages $556M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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