Diane Ellen Beamer
Investment adviser representative at Madison Avenue Securities, LLC
9 yearsExperience
1 stateRegistered in
$2BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Madison Avenue Securities, LLCOct 2024 to now
- Oxford Retirement AdvisorsOct 2024 to now
- Pfs Capital ManagementOct 2018 to now
- Osaic Wealth, Inc.Aug 2024 to Oct 2024
- Triad Hybrid SolutionsOct 2018 to Oct 2024
- Triad AdvisorsOct 2018 to Aug 2024
- Integrous InvestingJun 2017 to Sep 2018
- Cetera InvestmentsOct 2015 to Sep 2018
- Summit BrokerageAug 2015 to Sep 2018
- JP TurnerMar 2015 to Sep 2018
- Pashley FinancialMar 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Madison Avenue Securities, LLC
$2BAssets managed
14,099Clients
84Advisers
17 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
- 2218464
- Firm CRD
- 23224