Alexander Richard Beckwith

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-15
IL	RA	APPROVED	2024-05-09

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	08/2023	Present
Fairfield University	Fairfield	CT	08/2019	05/2023
Goblin & The Grocer	Beverly Shores	IN	05/2018	08/2018
Leeds Public House	Michigan City	IN	05/2021	08/2021
Unemployed	Chesterton	IN	08/2013	05/2018
Unemployed	Chesterton	IN	08/2018	08/2019
Bank Of America, N.A.	Chicago	IL	11/2024	Present

08/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
08/2019 → 05/2023

Fairfield University

Fairfield, CT
05/2018 → 08/2018

Goblin & The Grocer

Beverly Shores, IN
05/2021 → 08/2021

Leeds Public House

Michigan City, IN
08/2013 → 05/2018

Unemployed

Chesterton, IN
08/2018 → 08/2019

Unemployed

Chesterton, IN
11/2024 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-08