John Sulyma, financial advisor Cranston RI
93 score

John Sulyma

CRD Number: 1996525
Current Firm: H. Beck, Inc.

John Sulyma (CRD# 1996525) is an Investment Advisor Representative working at H. Beck, Inc. in Cranston, RI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Bethesda, MD Apr 2012 - Current 4
Mutual Service Corporation Pawtucket, RI Jan 2007 - Current 9
John H Sulyma Incorporated Pawtucket, RI Jun 1989 - Current 27
Lpl Financial Corporation Pawtucket, RI Sep 2009 - Apr 2012 2
Commonwealth Financial Network Waltham, MA Jun 2000 - Dec 2006 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Oct 1989
Contact Info for John H. Sulyma
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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