Leslie Theresa Beck
Investment adviser representative at Strategic Blueprint, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm assets
Are you Leslie Theresa Beck? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Strategic Blueprint, LLCJan 2018 to now
- Compass Wealth Management, LLCSep 2005 to now
- William Paterson UniversityJan 2017 to Sep 2018
- Bloomfield CollegeAug 2015 to Dec 2016
- William Paterson UniversitySep 2013 to Nov 2016
- The Strategic Financial Alliance, Inc.Sep 2005 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Strategic Blueprint, LLC
$2.5BAssets managed
3,506Clients
54Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1977103
- Firm CRD
- 284840