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Terrence Arthur Beaton

BEATON MANAGEMENT CO INC·HAVERHILL, Massachusetts
Clean record32 years registeredBEATON MANAGEMENT CO INC
150 SUMMER STREET, HAVERHILL, MA 01830-6032CRD# 4352257Firm CRD# 104728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrence Arthur Beaton · HAVERHILL, MA
Registration
CRD #4352257 · BEATON MANAGEMENT CO INC · 32 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BEATON MANAGEMENT CO INC
BEATON MANAGEMENT CO INC
Apr 1994 – Dec 2016
HAVERHILL, MA
02

Registrations & Exams

Registration record
First registered · April 15, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEATON MANAGEMENT CO INC
CRD 104728 · SEC 801-22549
AUM
$346M
Regulatory assets under management
Employees
2
147 client accounts
Services offered by BEATON MANAGEMENT CO INC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BEATON MANAGEMENT CO INC →
Introduction

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05

Frequently Asked Questions

What services does Terrence Arthur Beaton offer?
Terrence Arthur Beaton specializes in Investment Management, Fee-Only Advisory.
What are Terrence Arthur Beaton's credentials?
Terrence Arthur Beaton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence Arthur Beaton located?
Terrence Arthur Beaton is based in HAVERHILL, Massachusetts, last registered with BEATON MANAGEMENT CO INC.
How does Terrence Arthur Beaton charge for services?
Terrence Arthur Beaton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEATON MANAGEMENT CO INC?
BEATON MANAGEMENT CO INC has approximately 2 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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