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Rebekah Fischoff

Beckerman Wealth

Ocean Grove, NJ

CRD 7624700

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Employer firm

Beckerman Wealth CRD 142480

$303M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Beckerman Wealth

77 Main Avenue Suite 1A, Ocean Grove, NJ 07756 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-05
NY RA APPROVED 2026-07-19
  • NJ RA
    APPROVED
    Since 2026-08-05
  • NY RA
    APPROVED
    Since 2026-07-19

Branch Locations

77 Main Avenue Suite 1A, Ocean Grove, NJ 07756 • 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
Ameriprise Financial Services, Llc Red Bank NJ 09/2022 07/2026
Staples Sea Girt NJ 12/2021 09/2022
The Atlantic Club Manasquan NJ 06/2021 08/2021
The Office Of State Senator Vin Gopal Ocean Township NJ 06/2022 08/2022
Full Time Education Manasquan NJ 09/2017 06/2021
Full-Time Education Spring Lake Heights NJ 09/2014 06/2017
Full Time Education Lincroft NJ 09/2021 12/2021
Beckerman Institutional, Llc Ocean Grove NJ 07/2026 Present
  • 09/2022 → 07/2026
    Red Bank, NJ
  • 12/2021 → 09/2022
    Staples
    Sea Girt, NJ
  • 06/2021 → 08/2021
    The Atlantic Club
    Manasquan, NJ
  • 06/2022 → 08/2022
    The Office Of State Senator Vin Gopal
    Ocean Township, NJ
  • 09/2017 → 06/2021
    Full Time Education
    Manasquan, NJ
  • 09/2014 → 06/2017
    Full-Time Education
    Spring Lake Heights, NJ
  • 09/2021 → 12/2021
    Full Time Education
    Lincroft, NJ
  • 07/2026 → Present
    Beckerman Institutional, Llc
    Ocean Grove, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Rebekah Fischoff
  • Rebekah Cady Fischoff

View on SEC IAPD

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