Beaumont Financial Partners LLC
Beaumont Financial Partners LLC (CRD# 108345) is a financial advisory firm headquartered in Needham, MA. They manage $1,823,234,498 in 2,875 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,823MILLION
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Total Number of Accounts2,875ACCOUNTS
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Average Account Value$634,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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
AZ, CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI
Robert Alimena (CRD# 4935476) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Huntington Station, NY and has over 12 years of experience in the finance industry. Robert Alimena has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brandon Beauvais (CRD# 4571210) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 16 years of experience in the finance industry.
Peter Girard (CRD# 2603020) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 22 years of experience in the finance industry. Peter Girard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Allessio (CRD# 5506619) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 10 years of experience in the finance industry.
Brandon Anderson (CRD# 5741458) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 7 years of experience in the finance industry.
John Barber (CRD# 5764782) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 7 years of experience in the finance industry.
Keefe Buchanan (CRD# 5561965) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Fort Lauderdale, FL and has over 9 years of experience in the finance industry.
James Bulger (CRD# 2754119) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Wayne, NJ and has over 10 years of experience in the finance industry.
Richard Darr (CRD# 4294239) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 8 years of experience in the finance industry.
Robert Depascale (CRD# 4533196) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 14 years of experience in the finance industry.