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Daniel Mark Beckerman

Beckerman Wealth

Ocean Grove, NJ

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Current Employers
Beckerman Wealth

77 Main Avenue Suite 1A, Ocean Grove, NJ 07756 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

77 Main Avenue Suite 1A, Ocean Grove, NJ 07756 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beckerman Institutional, Llc Long Branch NJ 11/2006 Present
Fortune Financial Services Inc New Brighton PA 02/2007 Present
  • 11/2006 → Present
    Beckerman Institutional, Llc
    Long Branch, NJ
  • 02/2007 → Present
    Fortune Financial Services Inc
    New Brighton, PA
Previous Registrations
  • 2005-09-20 → 2006-11-21
    Morgan Stanley Dw Inc.
    Jericho, NY
    Great Neck, NY
    Red Bank, NJ
    Jericho, NY
Other Businesses

INSURANCE AGENT - BECKERMAN INSTITUTIONAL LLC, SELLING FIXED ANNUITIES AND LIFE EARNING 1099 INCOME. 40 HOURS/MONTH, 35 HOURS DURING NON-TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-09
S63 Uniform Securities Agent State Law Examination 2000-08-03
  • S65 Uniform Investment Adviser Law Examination
    2004-03-09
  • S63 Uniform Securities Agent State Law Examination
    2000-08-03

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC

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Other Offices

INSPIRE ADVISORS, LLC · Ocean Grove, NJ
DTM ADVISORY GROUP LLC · NEPTUNE, NJ
ADES WEALTH MANAGEMENT INC. · ALLENHURST, NJ
PFS INVESTMENTS INC. · NEPTUNE CITY, NJ
BROOKSTONE WEALTH ADVISORS, LLC · Wanamassa, NJ
CETERA INVESTMENT ADVISERS LLC · OCEAN, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OCEAN, NJ
EQUITABLE ADVISORS, LLC · OCEAN, NJ

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