Benjamin
Beck

Beck Bode LLC

CRD#4910104
Investment Advisor
in Dedham, MA

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About this Advisor

Benjamin Beck is a financial advisor based in Dedham, Massachusetts, working with Beck Bode LLC. Benjamin has previously held positions at Lpl Financial LLC, Private Advisor Group, LLC Dba Beck Bode Wealth Management, Boston Retirement Advisors, LLC, Beck Bode Wealth Management, LLC, and Compass Rose Private Investment Management. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Benjamin is part of Beck Bode LLC, which operates out of Dedham, Massachusetts. The firm has 3 offices and 17 employees. The firm manages assets totaling $556.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Beck Bode LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

858 Washington Street Suite 100
Dedham, MA 02026

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Beck Bode LLC Brokerage Details

Total Assets Under Management

$556,359,779

MA Average: $16,012,751,954
Total Number of Employees

17

MA Average: 118
Total Number of Accounts

2,876

MA Average: 4,567
Average Account Size

$193,449

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Benjamin Beck Work History

2023 - Present (1 year)

Compass Rose Private Investment Management

2016 - Present (8 years)

Beck Bode Wealth Management, LLC

2015 - Present (9 years)

Boston Retirement Advisors, LLC

2013 - 2015 (2 years)

Lpl Financial LLC

2013 - 2016 (3 years)

Private Advisor Group, LLC Dba Beck Bode Wealth Management

Disclosures

Please visit the SEC profile of Benjamin Beck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beck Bode LLC

Erik Beck
Dedham, MA
Jeffery Mccormick
Dedham, MA
Andrew Martone
Dedham, MA
Anthony Mitrano
Dedham, MA
Benjamin Beck
Dedham, MA
James Bode
Dedham, MA
Jethro Kollie
Dedham, MA
Richard Chiozzi
Guilford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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