Thomas Robert Beam
Investment adviser representative at Blue Horizon Equity, Inc.
11 yearsExperience
1 stateRegistered in
$745.9MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Blue Horizon Equity, Inc.May 2026 to now
- Cetera Wealth Services, LLCMay 2026 to now
- Osaic Wealth, Inc.Oct 2024 to May 2026
- American Portfolios Advisors, IncJul 2015 to Oct 2024
- American Portfolios Financial Services, Inc.Apr 2015 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NY).
Blue Horizon Equity, Inc.
$745.9MAssets managed
1,491Clients
26Advisers
Under 1 yearIn 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
- 2403143
- Firm CRD
- 341095