Beaulieu Financial Services, LLC

Beaulieu Financial Services, LLC (CRD# 168829) is a financial advisory firm headquartered in Somers, CT. They manage $39,457,000 in 318 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $124,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, RI

Financial Advisors at Beaulieu Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James J. Beaulieu
CRD#: 1914268
48 South Road, Unit 15, Somers, CT 06071
93
Wealthminder
score

James Beaulieu (CRD# 1914268) is an Investment Advisor Representative working at Beaulieu Financial Services, LLC in Somers, CT and has over 22 years of experience in the finance industry.

2
Jeanne L. Tatoian
CRD#: 1154473
48 South Road, Unit 15, Somers, CT 06071
93
Wealthminder
score

Jeanne Tatoian (CRD# 1154473) is an Investment Advisor Representative working at Beaulieu Financial Services, LLC in Somers, CT and has over 19 years of experience in the finance industry.

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