Steven
Dean
Beck Bode LLC
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About this Advisor
Steven Dean is a financial advisor who works out of Dedham, Massachusetts. Dean works at Beck Bode LLC. During their career, Dean has held roles at Citizens Bank, Citizens Investment Services, Santander Bank, Independent Contractor, Beck Bode and Citizens Capital Market. Dean has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Beck Bode LLC is a firm headquartered in Dedham, MA. The investment advisory business has offices in three locations and a total of 40 employees. It controls $490 million in assets under management between its 2,772 client accounts, placing it among the larger firms in the country by assets under management. Of its 2,772 accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. Beck Bode LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees billed by Beck Bode LLC can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beck Bode LLC Brokerage Details
$489,836,573
40
2,772
$176,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Steven Dean Work History
Steven has been registered as a financial advisor for 0 years.*
Independent Contractor
Beck Bode
Citizens Capital Market
Citizens Investment Services
Citizens Bank
Santander Bank
Citizens Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Dean 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
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Dedham, MA
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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