Investment adviser representative · Compass Wealth Management, LLC
Leslie T. Beck
CRD 1977103 · Rutherford, NJ
At a glance
Leslie T. Beck is an investment adviser representative with Compass Wealth Management, LLC in Rutherford, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leslie’s SEC record dates to 2007, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Compass Wealth Management, LLCSince February 2007Rutherford, NJ · State-registered or not in the SEC’s list
- Strategic Blueprint, LLCSince January 2018Rutherford, NJ · $2.5B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Leslie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.