Raymond S. Beck

Current Employers

Pinnacle Investments, Llc

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2025-02-10
VA	RA	APPROVED	2025-02-07
CA	RA	APPROVED	2025-02-06
NJ	RA	APPROVED	2025-02-06
PA	RA	APPROVED	2022-12-19

DE RA
APPROVED

Since 2025-02-10
VA RA
APPROVED

Since 2025-02-07
CA RA
APPROVED

Since 2025-02-06
NJ RA
APPROVED

Since 2025-02-06
PA RA
APPROVED

Since 2022-12-19

Branch Locations

Abington, PA • United States

1515 Market Street, Ste 1200, Philadelphia, PA 19102 • United States

5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Jenkintown	PA	08/2014	12/2022
Morgan Stanley Private Bank, National Association	New York	NY	03/2015	12/2022
Pinnacle Investments, Llc	East Syracuse	NY	12/2022	Present

08/2014 → 12/2022

Morgan Stanley Smith Barney Llc

Jenkintown, PA
03/2015 → 12/2022

Morgan Stanley Private Bank, National Association

New York, NY
12/2022 → Present

Pinnacle Investments, Llc

East Syracuse, NY

Previous Registrations

2014-03-03 → 2023-01-05

Morgan Stanley

Jenkintown, PA

Philadelphia, PA

Philadelphia, PA

Blue Bell, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-12-05
S63	Uniform Securities Agent State Law Examination	1980-11-24

S65 Uniform Investment Adviser Law Examination

1992-12-05
S63 Uniform Securities Agent State Law Examination

1980-11-24

Other Names

Raymond Stanley Beck
Raymond Stanley Beck

View on SEC IAPD