Unclaimed Profile

Kevin Burdick Osborn

BEAUMONT CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredBEAUMONT CAPITAL MANAGEMENT, LLC

125 NEWBURY ST, BOSTON, MA 02116CRD# 1697127Firm CRD# 306354

Profile Verification

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

Identity

Kevin Burdick Osborn · BOSTON, MA

Registration

CRD #1697127 · 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

ENVESTNET | PMC

Nov 2013 – Mar 2019

Darien, CT

PRUDENTIAL INVESTMENTS LLC

Aug 2002 – Jul 2013

NEWARK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 26, 2002

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

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kevin Burdick Osborn offer?

Kevin Burdick Osborn specializes in Investment Management, Wealth Management.

What are Kevin Burdick Osborn's credentials?

Kevin Burdick Osborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Burdick Osborn located?

Kevin Burdick Osborn is based in BOSTON, Massachusetts, last registered with BEAUMONT CAPITAL MANAGEMENT, LLC.

How does Kevin Burdick Osborn charge for services?

Kevin Burdick Osborn'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →