David Stanley Beckwith
Investment adviser representative at Thayer Partners LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$685.7MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Thayer Partners, LLCApr 2022 to now
- UnemployedJan 2022 to Mar 2022
- Rinet Company, LLCJun 2005 to Dec 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (MA).
Thayer Partners LLC
$685.7MAssets managed
373Clients
8Advisers
6 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
- 2285065
- Firm CRD
- 290734