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Frank Congemi

Investment Adviser Representative at BEAM WEALTH ADVISORS, INC.

Rockaway Park, NYCRD #1483380Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
22 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Frank Congemi has worked in the securities industry since 1986. They are registered to provide investment advisory services in 22 U.S. states.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 22 states
AlabamaArizonaCaliforniaConnecticutFloridaGeorgiaIllinoisKentuckyLouisianaMaineMarylandMassachusettsMichiganMissouriNew JerseyNew YorkNorth CarolinaOklahomaPennsylvaniaSouth CarolinaTexasVirginia
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/17/1986
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/21/1986
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 11/5/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $75,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BEAM Wealth Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BEAM WEALTH ADVISORS, INC.Current
5/4/2018Rockaway Park, NY
LPL FINANCIAL LLC
9/8/20095/6/2011Howard Beach, NY
MUTUAL SERVICE CORPORATION
4/29/20099/8/2009Howard Beach, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Frank Congemi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.