Matthew Lutton Beebe

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → 06/2023
  Equitable Advisors, Llc
  New York, NY
• 06/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2023 → Present
  Beebe Financial Services
  Queensbury, NY

Previous Registrations

• 2005-06-06 → 2023-06-26
  Equitable Advisors, Llc
  Queensbury, NY
  Clifton Park, NY

Other Businesses

1.Fixed insurance sales; as of 6/01/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2.Co-Owner, Beebe Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Bolton Landing, NY, as of 06/10/2023; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-03
• S65 Uniform Investment Adviser Law Examination
  1999-06-28
• S63 Uniform Securities Agent State Law Examination
  1998-12-18