Charles Garabedian (CRD# 2326320) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has over 27 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beaumont Financial Advisors, LLC | Needham, MA | Nov 2022 - Current | 1 |
| Beaumont Financial Partners, LLC | Needham, MA | Apr 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- MA
- TX
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Total Assets Under Management2,960MILLIONS
-
Total Number of Accounts3,968ACCOUNTS
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Average Account Value$746,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VT, WI
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