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Joseph Michael Beck

Elm Capital Management LLC

Pittsburgh, PA

CRD 4590867

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Employer firm

Elm Capital Management LLC CRD 294012

$133M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Elm Capital Management Llc

309 Smithfield Street 6Th Floor, Pittsburgh, PA 15222 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2021-07-22
OH RA APPROVED 2021-07-09
PA RA APPROVED 2021-07-09
  • WV RA
    APPROVED
    Since 2021-07-22
  • OH RA
    APPROVED
    Since 2021-07-09
  • PA RA
    APPROVED
    Since 2021-07-09

Branch Locations

309 Smithfield Street 6Th Floor, Pittsburgh, PA 15222 • 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
Elder Law Management Pittsburgh PA 01/2002 Present
  • 01/2002 → Present
    Elder Law Management
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-29
  • S65 Uniform Investment Adviser Law Examination
    2018-06-29

View on SEC IAPD

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