Unclaimed Profile

Keith Leon Beverly

GRID 202 LLC·MANHATTAN, New York

SIE, Series 7, Series 63, Series 66Clean record21 years registeredGRID 202 LLC

590 MADISON AVENUE, IBM BUILDING, MANHATTAN, NY 10022CRD# 4226406Firm CRD# 299357

Profile Verification

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

Identity

Keith Leon Beverly · MANHATTAN, NY

Registration

CRD #4226406 · GRID 202 LLC · 21 years registered

Brand Profile

Not yet started

Career History

RE-ENVISION WEALTH

Nov 2018 – present

MOMENTUM ADVISORS

Feb 2019 – Mar 2019

NEW YORK, NY

MOMENTUM ADVISORS

Jan 2017 – Dec 2018

New York, NY

MOMENTUM ADVISORS

Mar 2016 – Dec 2016

New York, NY

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2015 – Mar 2016

ROCKVILLE, MD

NEW PARADIGM ADVISORY GROUP

Jul 2013 – Nov 2014

DURHAM, NC

NEW PARADIGM ADVISORY GROUP

May 2012 – Dec 2012

DURHAM, NC

NEW PARADIGM ADVISORY GROUP

Jul 2011 – Dec 2011

CHAPEL HILL, NC

FINANCIAL ADVANTAGE INC

Aug 2005 – Nov 2007

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 8, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRID 202 LLC

CRD 299357 · SEC 801-123745

AUM

$126M

Regulatory assets under management

Employees

129 client accounts

Services offered by GRID 202 LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GRID 202 LLC →

Introduction

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Frequently Asked Questions

What services does Keith Leon Beverly offer?

Keith Leon Beverly specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MANHATTAN, New York for a consultation.

What are Keith Leon Beverly's credentials?

Keith Leon Beverly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Keith Leon Beverly located?

Keith Leon Beverly is based in MANHATTAN, New York, working with GRID 202 LLC. Their office serves clients in the MANHATTAN metropolitan area and surrounding communities.

How does Keith Leon Beverly charge for services?

Keith Leon Beverly'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 GRID 202 LLC?

GRID 202 LLC has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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