Madeleine Sophie Beckmann

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 01/2017
  Scottrade, Inc
  St. Louis, MO
• 02/2014 → 01/2017
  Scottrade Investment Management
  St. Louis, MO
• 01/2017 → 07/2018
  Tiaa
  St. Louis, MO
• 01/2017 → 07/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  St. Louis, MO
• 08/2018 → 09/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
• 09/2018 → 04/2022
  Td Ameritrade
  St. Louis, MO
• 04/2022 → Present
  Schwab Wealth Advisory Inc
  St. Louis, MO
• 04/2022 → Present
  Charles Schwab & Co.. Inc.
  St. Louis, MO

Previous Registrations

• 2022-01-22 → 2022-05-09
  Td Ameritrade, Inc.
  Westlake, TX
  St. Louis, MO
• 2018-10-16 → 2022-05-09
  Td Ameritrade Investment Management, Llc
  St Louis, MO
• 2018-09-04 → 2018-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
• 2017-02-09 → 2018-08-02
  Tiaa-Cref Individual & Institutional Services, Llc
  St. Louis, MO
• 2014-03-20 → 2017-02-06
  Scottrade Investment Management
  Saint Louis, MO
• 2012-07-19 → 2012-10-22
  Cambridge Investment Research Advisors, Inc.
  St Charles, MO
• 2008-01-16 → 2011-05-19
  Edward Jones
  St. Louis, MO
• 2005-09-19 → 2008-01-07
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  St. Louis, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-08
• S66 Uniform Combined State Law Examination
  2005-09-16

Designations

• Certified Financial Planner

Other Names

• Madeleine Sophie Mccarthy
• Sophie Mccarthy Neisen
• M Sophie Beckmann
• Madeleine Sophie Beckmann
• Sophie Beckmann
• Madeleine Mccarthy
• Madeleine Sophie Neisen
• Sophie Neisen
• Madeleine Beckmann