Unclaimed Profile

Todd Matthew Rice

BEAUMONT CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

Series 3, Series 7, Series 63, Series 65Clean record5 years registeredBEAUMONT CAPITAL MANAGEMENT, LLC

125 NEWBURY ST, BOSTON, MA 02116CRD# 1902440Firm CRD# 306354

Profile Verification

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

Identity

Todd Matthew Rice · BOSTON, MA

Registration

CRD #1902440 · BEAUMONT CAPITAL MANAGEMENT, LLC · 5 years registered

Brand Profile

Not yet started

Career History

ALGORITHMIC INVESTMENT MODELS

Sep 2022 – present

ALGORITHMIC INVESTMENT MODELS, LLC

Jun 2021 – Feb 2025

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · June 25, 2021

Years registered · 5

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 Todd Matthew Rice offer?

Todd Matthew Rice specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Todd Matthew Rice's credentials?

Todd Matthew Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Matthew Rice located?

Todd Matthew Rice 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 Todd Matthew Rice charge for services?

Todd Matthew Rice'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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