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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

ANDREW JOHN BECKMAN

Advisor at STRATEGIC ADVISERS LLC

COVINGTON, KY | LOVELAND, OH

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Search this name across graphsid dfx:ria:a2a331c3-e3ed-096e-7488-8bf1bf31521d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 26, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 3, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 3, 2015
First registration: Oct 26, 2016
Dual registered: yes, broker-dealer
Other names: ANDREW J BECKMAN
IAPD individual key: 6444049

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	LOVELAND, OH\|COVINGTON, KY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 16, 2020	Mar 31, 2025	no	COVINGTON, KY	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Sep 24, 2019	Jul 28, 2020	no	CINCINNATI, OH\|West Chester, OH	Previous registration
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Oct 26, 2016	Sep 19, 2019	no	REYNOLDSBURG, OH\|Cleveland, OH\|Dayton, OH\|CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
PRUCO SECURITIES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 28, 2020	Sep 16, 2020	50	Firm change	Ibd to ibd
KEY INVESTMENT SERVICES LLC	PRUCO SECURITIES, LLC	Sep 19, 2019	Sep 24, 2019	5	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 16, 2020 to Mar 31, 2025factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 24, 2019 to Jul 28, 2020factForm ADV
→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Oct 26, 2016 to Sep 19, 2019factForm ADV

Dated events

No dated event names this entity yet.