Unclaimed Profile

Brandon M Anderson

BEAUMONT CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 31, Series 63, Series 66Clean record15 years registeredBEAUMONT CAPITAL MANAGEMENT, LLC

125 NEWBURY ST, BOSTON, MA 02116CRD# 5741458Firm CRD# 306354

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon M Anderson · BOSTON, MA

Registration

CRD #5741458 · BEAUMONT CAPITAL MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

LAZARD ASSET MANAGEMENT LLC

Jul 2025 – present

ALGORITHMIC INVESTMENT MODELS

Jan 2020 – Jul 2025

Canton, MA

BEAUMONT FINANCIAL PARTNERS LLC

Apr 2017 – Dec 2019

NEEDHAM, MA

PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

Feb 2011 – Jan 2017

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 31

Series 63

Series 66

Registration record

First registered · February 15, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEAUMONT CAPITAL MANAGEMENT, LLC

CRD 306354 · SEC 801-117772

AUM

$153M

Regulatory assets under management

Employees

302 client accounts

Services offered by BEAUMONT CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BEAUMONT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brandon M Anderson offer?

Brandon M Anderson specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Brandon M Anderson's credentials?

Brandon M Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon M Anderson located?

Brandon M Anderson is based in BOSTON, Massachusetts, working with BEAUMONT CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Brandon M Anderson charge for services?

Brandon M Anderson's firm is compensated through percentage of aum, other: wrap manager and sub-advisor. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEAUMONT CAPITAL MANAGEMENT, LLC?

BEAUMONT CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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