Beaumont Financial Partners LLC
Beaumont Financial Partners LLC (CRD# 108345) is a financial advisory firm headquartered in Needham, MA. They manage $2,222,591,778 in 2,823 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management2,223MILLION
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Total Number of Accounts2,823ACCOUNTS
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Average Account Value$787,316
- 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 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)
AZ, CA, CT, FL, GA, 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 15 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.
John Barber (CRD# 5764782) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 9 years of experience in the finance industry.
Brandon Beauvais (CRD# 4571210) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 18 years of experience in the finance industry.
Thomas Cahill (CRD# 4378268) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has 1 year of experience in the finance industry.
Brian Corcoran (CRD# 4273728) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 19 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 17 years of experience in the finance industry.
Philip Dubuque (CRD# 1346884) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has 1 year of experience in the finance industry.
Cheryl Fortier (CRD# 7090302) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has 1 year of experience in the finance industry. Cheryl Fortier 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.
Charles Garabedian (CRD# 2326320) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 23 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 24 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.