Unclaimed Profile

Gordon Eric Bennett

BEAUMONT CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

Series 3Clean record23 years registeredBEAUMONT CAPITAL MANAGEMENT, LLC

125 NEWBURY ST, BOSTON, MA 02116CRD# 1806748Firm CRD# 306354

Profile Verification

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

Identity

Gordon Eric Bennett · BOSTON, MA

Registration

CRD #1806748 · BEAUMONT CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEAUMONT CAPITAL MANAGEMENT, LLC

BENNETT FINANCIAL ADVISORS, INC.

Sep 2017 – Dec 2022

BROOKLINE, MA

ALGORITHMIC INVESTMENT MODELS, L.L.C.

Jul 2016 – Jul 2018

Boston, MA

BENNETT FINANCIAL ADVISORS, INC.

Jan 2003 – Dec 2016

BROOKLINE, MA

Registrations & Exams

FINRA examinations passed

Series 3

Registration record

First registered · January 9, 2003

Years registered · 23

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 Gordon Eric Bennett offer?

Gordon Eric Bennett specializes in Investment Management, Wealth Management.

What are Gordon Eric Bennett's credentials?

Gordon Eric Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gordon Eric Bennett located?

Gordon Eric Bennett is based in BOSTON, Massachusetts, last registered with BEAUMONT CAPITAL MANAGEMENT, LLC.

How does Gordon Eric Bennett charge for services?

Gordon Eric Bennett'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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