Diane Ellen Beamer

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2015 → 09/2018
  Pashley Financial
  Marmora, NJ
• 03/2015 → 09/2018
  Jp Turner
  Greenwood, IN
• 08/2015 → 09/2018
  Summit Brokerage
  Miramar Beach, FL
• 10/2015 → 09/2018
  Cetera Investments
  Miramar Beach, FL
• 06/2017 → 09/2018
  Integrous Investing
  Atlanta, GA
• 10/2018 → Present
  Pfs Capital Management
  Ocean View, NJ
• 10/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 10/2018 → 10/2024
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → 10/2024
  Osaic Wealth, Inc.
  Ocean View, NJ
• 10/2024 → Present
  Oxford Retirement Advisors
  Atlanta, GA
• 10/2024 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2023-04-18 → 2024-10-08
  Osaic Advisory Services, Llc
  Atlanta, GA
  Ocean View, NJ

Other Businesses

1.) PFS Capital Management LLC; Address: 1314 Route 9, Ocean View, NJ 08230; Investment Related: Yes; Position & Duties: Assistant; Hours Per Week: 40 Hours 2.) Oxford Retirement Advisors; Address; 1314 Route 9, Ocean View, NJ 08230; Investment Related: Yes; Position & Duties: Administrative Assistant; Hours Per Week: 40 Hours; Start Date: 10/7/2024 Insurance License - NJ - 1600784

Exams

• S66 Uniform Combined State Law Examination
  2023-04-17
• S63 Uniform Securities Agent State Law Examination
  1995-10-18

Other Names

• Diane Ellen Jones
• Diane Ellen Mckune