Keith Beverly has been Managing Member/Chief Compliance Officer of Grid 202 since October 2018, is a control person of the firm and directly owns 75% or more of it. Keith Beverly holds an MBA from UNC Kenan-Flagler Business School. Keith Beverly studied Tepper School of Business at Carnegie Mellon University.
Grid 202 LLC is a New York, NY firm with $137M under management, 91 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Keith Beverly is Managing Partner and Chief Investment Officer of Re-Envision Wealth, formerly known as GRID 202 Partners. He has over 15 years of investment management and financial planning experience. His responsibilities range from building customized investment portfolios for private clients to transitioning institutional clients to 100% mission alignment.
Keith Beverly’s longest registration is the current one, 7 years at Grid 202 since 2018. Before joining Grid 202 in 2018, Keith Beverly was registered through Momentum Advisors and Lincoln Financial Advisors Corporation.
- Momentum Advisors– · under a yearNew York, NY · Adviser representative · Firm CRD 159574
- Re-Envision WealthCurrent– present · 7 yearsNew York, NY · Adviser representative · Firm CRD 299357
- Momentum Advisors– · 2 yearsNew York, NY · Adviser representative · Firm CRD 159574
- Lincoln Financial Advisors Corporation– · 1 yearRockville, MD · Adviser representative · Firm CRD 3978
- New Paradigm Advisory Group– · 1 yearDurham, NC · Adviser representative · Firm CRD 158322
- New Paradigm Advisory Group– · under a yearDurham, NC · Adviser representative · Firm CRD 158322
- New Paradigm Advisory Group– · under a yearChapel Hill, NC · Adviser representative · Firm CRD 158322
- Financial Advantage Inc– · 2 yearsColumbia, MD · Adviser representative · Firm CRD 104610
Professional designations
Listed by Grid 202
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Keith Beverly is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from April 2022; the most recent is North Carolina, in December 2022.
- New YorkSince 19 April 2022
- North CarolinaSince 2 December 2022
- TexasResidentSince 18 April 2022
- VirginiaSince 19 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 2015 |
| Series 7 | General Securities Representative Examination | 17 December 2014 |
| Series 66 | Uniform Combined State Law Examination | 9 March 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Keith Leon Beverly
- CRD
- 4226406
- Firm
- Grid 202 · CRD 299357
- Role
- Managing Member/Chief Compliance Officer
- Office
- 590 Madison Avenue, IBM Building, 21st Floor, New York, NY 10022
- Registration
- Investment adviser registration
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- re-envisionwealth.com
Where does Keith Beverly work?
Keith Beverly has been Managing Member/Chief Compliance Officer of Grid 202 LLC since October 2018, and is a control person of the firm.
Is Keith Beverly a financial advisor?
Yes. Keith Beverly has a current investment-adviser registration in New York, North Carolina, Texas and Virginia, through Grid 202 since November 2018.
How many years of experience does Keith Beverly have?
Keith Beverly has 16 years in the financial industry, since April 2010, across 5 adviser firms.
What exams has Keith Beverly passed?
Keith Beverly has passed 3 licensing exams: the Series 66, Series 7 and Series 63. The earliest, the Series 66, was passed in March 2004. FINRA credited Keith Beverly with the SIE, which began in October 2018.
Where did Keith Beverly work before Grid 202?
Before Grid 202, Keith Beverly was registered through Lincoln Financial Advisors Corporation, January 2015 to March 2016; New Paradigm Advisory Group, July 2013 to November 2014; New Paradigm Advisory Group, May 2012 to December 2012; New Paradigm Advisory Group, July 2011 to December 2011; Financial Advantage Inc, August 2005 to November 2007.
Where is Keith Beverly based?
Keith Beverly’s registered office is in New York, NY.
Is Keith Beverly registered with FINRA?
No. Keith Beverly has no current broker registration.
Is Keith Beverly a CFP?
Grid 202 lists Keith Beverly with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: KEITH BEVERLY, CFA, MBA, CFP® biography, re-envisionwealth.com
Is Keith Beverly a CFA charterholder?
Grid 202 lists Keith Beverly with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: KEITH BEVERLY, CFA, MBA, CFP® biography, re-envisionwealth.com
How can I verify Keith Beverly’s record?
Search CRD 4226406 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Beverly’s full registration record.