Kathleen Beaumont, financial advisor Bridgewater NJ
90 score

Kathleen Beaumont

CRD Number: 6127211
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kathleen Beaumont (CRD# 6127211) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bridgewater, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Branchburg, FL Apr 2015 - Current 1
Bank Of America, N.a. Branchburg, NJ Apr 2015 - Current 1
Pnc Bank Washington Boro, NJ Mar 2014 - Apr 2015 1
Pnc Investments LLC Pittsburgh, PA Mar 2014 - Apr 2015 1
Jp Morgan Securities LLC Branchburg, NJ Oct 2012 - Mar 2014 1
Jp Morgan Chase Bank Branhburg, NJ Oct 2011 - Mar 2014 2
Td Bank Basking Ridge, NJ May 2010 - Oct 2011 1
Coldwell Banker Residential Brokerage Clinton, NJ May 2002 - Oct 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Kathleen A. Beaumont
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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