Beah Del Cid

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2002 → Present
  Bd Financial Concepts Inc.
  Sanford, FL
• 08/2012 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2019 → 04/2020
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 05/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2019-07-03 → 2020-04-23
  J. W. Cole Advisors, Inc.
  Sanford, FL
  Tampa, FL
• 2012-09-11 → 2019-07-08
  Global Financial Private Capital, Inc.
  Heathrow, FL
  Sanford, FL
  Sanford, FL
  Sarasota, FL

Other Businesses

BD FINANCIAL CONCEPTS INC.; YES INVESTMENT RELATED; 218 SANFORD AVE, SANFORD, FL 32771 ; INSURANCE SALES; PRESIDENT; START DATE 02/2002; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-31

Other Names

• Beah Del Cid
• Beah Imhoff