Judith Beckman
Judith Beckman is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Northport, NY, with 47 years of industry experience. Judith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
12 Bayview Avenue, Northport, NY, 11768
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Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Judith is self-employed in financial planning, dedicating a few hours per week, usually in the evenings and weekends. She also owns Financial Solutions Insurance, selling life and long-term care insurance, and spends minimal time on this activity, including a small amount during market hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Seco West LimitedBroker
Arthur Gould IncorporatedBroker
Josephthal & CO., IncorporatedBroker
First Investors CorporationBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.