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Craig Judson McBeth

Judson Investments LLC

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About Craig Judson McBeth

Craig Judson McBeth is an Investment Advisor Representative associated with Judson Investments LLC. Judson Investments LLC is based in Stamford, Connecticut and has been registered with the SEC since 2013. Craig McBeth has been in the industry since 2004. Craig McBeth is registered with FINRA and holds the Series 7, Series 63 and Series 65 licenses.

Firm Information

Craig McBeth is currently registered with Judson Investments LLC. Judson Investments LLC is an investment advisor with approximately $2.74 million in regulatory assets under management. The firm offers portfolio management for individuals and pooled investment vehicles. They have 5 total accounts, all of which are discretionary.

$2.74M

Assets Under Management

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Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Craig McBeth’s Registration & Firm History

CT

12/23/2013 - Present

Judson Investments LLC (STAMFORD CT)

NY

09/13/2004 - 04/04/2006

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Judson McBeth.
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