Daniel Beaudette, financial advisor Middletown RI
81 score

Daniel Beaudette

CRD Number: 5514020
Current Firm: Commonwealth Financial Network

Daniel Beaudette (CRD# 5514020) is an Investment Advisor Representative working at Commonwealth Financial Network in Middletown, RI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Dec 2012 - Current 4
Black Point Wealth Management Middletown, RI Dec 2012 - Current 4
Double Eagle Realty, LLC North Attleboro, MA Jan 2002 - Current 14
Eagle's Nest Realty, LLC Attleboro, MA Mar 2001 - Current 15
Eagle Video, Inc. Rumford, RI Feb 1986 - Current 30
Wells Fargo Advisors LLC Providence, RI May 2009 - Dec 2012 3
Wachovia Securities, LLC Providence, RI Mar 2008 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Daniel R. Beaudette
Phone Number: 781-736-0700
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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