Inactive

Sara Daly

CRD 7898757

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Employer firm

Beck Bode LLC CRD 282611

$666M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Educational seminars
FINANCIAL CONSULTING AND TAX SERVICES

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

Current Employers

Beck Bode Llc

858 Washington Street Suite 100, Dedham, MA 02026 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-08-16

MA RA
APPROVED

Since 2024-08-16

Branch Locations

858 Washington Street Suite 100, Dedham, MA 02026 • 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

Organization	City	State	From	To
Beck Bode Llc	Dedham	MA	08/2021	Present
Fairfield University	Connecticut	MA	09/2017	05/2021
Westwood High School	Westwood	MA	09/2013	05/2017
Dedham Country And Polo Club	Dedham	MA	08/2016	08/2019

08/2021 → Present

Beck Bode Llc

Dedham, MA
09/2017 → 05/2021

Fairfield University

Connecticut, MA
09/2013 → 05/2017

Westwood High School

Westwood, MA
08/2016 → 08/2019

Dedham Country And Polo Club

Dedham, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-29

S65 Uniform Investment Adviser Law Examination

2024-03-29

View on SEC IAPD

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