Brandon Anderson, financial advisor Boston MA

Brandon Anderson

CRD Number: 5741458
Current Firm: Beaumont Capital Management, LLC

Brandon Anderson (CRD# 5741458) is an Investment Advisor Representative working at Beaumont Capital Management, LLC in Boston, MA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Ceros Financial Services, Inc. Rockville, MD Mar 2021 - Current 3
Beaumont Capital Management, LLC Boston, MA Jan 2020 - Current 4
Beaumont Financial Partners, LLC Needham, MA Feb 2017 - Dec 2019 2
Pioneer Investments Boston, MA Feb 2007 - Jan 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
S63 Uniform Securities State Law Examination Apr 2021
Contact Info for Brandon M. Anderson
Phone Number: 888-777-0535
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $514,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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