Nancy Ann Tonachio

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2021-01-06

NJ RA
APPROVED

Since 2021-01-06

Branch Locations

New York, NY • United States

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

Organization	City	State	From	To
Meyers, Meyers, & Tonachio	New York	NY	10/2010	Present
Beckerman Institutional	Ocean Grove	NJ	11/2020	Present

10/2010 → Present

Meyers, Meyers, & Tonachio

New York, NY
11/2020 → Present

Beckerman Institutional

Ocean Grove, NJ

Other Businesses

Meyers Meyers & Tonachio 144 South Country Road, Bellport, NY 11713 Law Practice; Law Partner; 1994; Providing legal services in a general practice law firm, practice areas include trusts and estates, real estate, and business law.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-28

S65 Uniform Investment Adviser Law Examination

2020-12-28

View on SEC IAPD