Beckerman Institutional LLC was founded to provide an institutional level of financial advice to investors at a reasonable cost. We provide independent advice without the pressure of sales quotas imposed upon the representatives at many major brokerage firms.
Daniel Beckerman, CFP®, ChFC®
President and CEO of Beckerman Institutional LLC. Prior to becoming CEO in November 2006, Mr. Beckerman worked for several years at a major brokerage firm implementing an institutional level of services to high net worth clients. Mr. Beckerman is a CERTIFIED FINANCIAL PLANNER™. He earned his business degree from Adelphi University’s Honors College. He currently holds a series 7,63,65.31, life and health insurance licenses and is a Chartered Financial Consultant® through the American College.
Peter joined us after serving as founder and CEO of a registered investment advisory firm. He also served in a variety of leadership roles at major financial institutions holding titles such as Vice President and Managing Director.
Here is a short video explaining our services: