Beckerman Wealth

Beckerman Wealth (CRD# 142480) is a financial advisory firm headquartered in Ocean Grove, NJ. They manage $219,925,066 in 588 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $374,022
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, TX

Financial Advisors at Beckerman Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Daniel M. Beckerman
CRD#: 4227932
77 Main Avenue, Suite 1a, Ocean Grove, NJ 07756

Daniel Beckerman (CRD# 4227932) is an Investment Advisor Representative working at Beckerman Wealth in Ocean Grove, NJ and has over 23 years of experience in the finance industry.

2
Peter A. Signori
CRD#: 1666292
Bronxville, NY

Peter Signori (CRD# 1666292) is an Investment Advisor Representative working at Beckerman Wealth in Bronxville, NY and has over 27 years of experience in the finance industry.

3
James V. Hoffman
CRD#: 7453805
77 Main Avenue, Suite 1a, Ocean Grove, NJ 07756

James Hoffman (CRD# 7453805) is an Investment Advisor Representative working at Beckerman Wealth in Ocean Grove, NJ and has 1 year of experience in the finance industry.

4
Nancy A. Tonachio
CRD#: 1521935
New York, NY

Nancy Tonachio (CRD# 1521935) is an Investment Advisor Representative working at Beckerman Wealth in New York, NY and has over 3 years of experience in the finance industry.

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