Best Investors Account Sign in
Inactive

Koby Das Clark

Beckett Clark Private Wealth, LLC

Bethesda, MD

CRD 7396253

Claim This Profile
Employer firm

Beckett Clark Private Wealth, LLC CRD 338806

$28.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Beckett Clark Private Wealth, Llc

4500 East West Highway Suite 150, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-11-19
  • MD RA
    APPROVED
    Since 2025-11-19

Branch Locations

4500 East West Highway, Ste. 150, Bethesda, MD 20814 • 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
Securian Financial Services Inc St Paul MN 06/2021 11/2021
Minnesota Life Insurance Co St Paul MN 06/2021 11/2021
Financial Advantage Associate Rockville MD 06/2021 11/2021
Amazon Gaithersburg MD 05/2020 02/2021
University Of Maryland College Park MD 08/2018 05/2021
Dunkin Donuts Frederick MD 11/2015 10/2018
My Wealthstore Llc Beltsville MD 01/2020 04/2020
Uncle Julio's City MD 07/2018 07/2018
Archer Investment Corporation Bethesda MD 05/2022 11/2025
Ups Gaithersburg MD 12/2021 01/2022
Orion Consulting Inc Derwood MD 02/2022 04/2022
Beckett Clark Private Wealth, Llc Bethesda MD 11/2025 Present
  • 06/2021 → 11/2021
    Securian Financial Services Inc
    St Paul, MN
  • 06/2021 → 11/2021
    Minnesota Life Insurance Co
    St Paul, MN
  • 06/2021 → 11/2021
    Financial Advantage Associate
    Rockville, MD
  • 05/2020 → 02/2021
    Amazon
    Gaithersburg, MD
  • 08/2018 → 05/2021
    University Of Maryland
    College Park, MD
  • 11/2015 → 10/2018
    Dunkin Donuts
    Frederick, MD
  • 01/2020 → 04/2020
    My Wealthstore Llc
    Beltsville, MD
  • 07/2018 → 07/2018
    Uncle Julio's
    City, MD
  • 05/2022 → 11/2025
    Bethesda, MD
  • 12/2021 → 01/2022
    Ups
    Gaithersburg, MD
  • 02/2022 → 04/2022
    Orion Consulting Inc
    Derwood, MD
  • 11/2025 → Present
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-02
  • S65 Uniform Investment Adviser Law Examination
    2022-09-02

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Bethesda, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor