Travis Donald Beckett
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Travis Donald Beckett is an investment adviser representative with Strategic Advisers LLC in Columbus, OH, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and J.p. Morgan Securities LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio and Texas.
Office
Advisors at this office: 48
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
- Broker:
20 states and territories
California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Michigan, Missouri, New Jersey, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NYLIFE Securities LLCJul 2017 – Apr 2018Dublin, OH
- New York Life Insurance Co.Jul 2017 – Apr 2018Dublin, OH
- UnemployedMay 2017 – Jul 2017Dublin, OH
- MadaynesJun 2016 – May 2017Redding, CA
- Bethel School of Supernatural MinistryAug 2015 – May 2017Redding, CA
- CVS PharmacyFeb 2018 – Mar 2018Columbus, OH
- JPMorgan Chase Bank, N.A.Apr 2018 – Jun 2023Dublin, OH
- J.P. Morgan Securities, LLCApr 2018 – Jun 2023Dublin, OH
- Beckett & Varanese Financial Analysts Inc.Mar 2019 – May 2021Upper Arlington, OH
- Jet's PizzaDec 2021 – Feb 2022New Albany, OH
- Fidelity InvestmentsJun 2023 – no end date reportedColumbus, OH
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
Showing 12 of 17,064 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Travis Donald Beckett 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.
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