Unclaimed Profile

Michael Peter Stack

BEAUMONT FINANCIAL PARTNERS LLC·WELLESLEY HILLS, Massachusetts

Clean record20 years registeredBEAUMONT FINANCIAL PARTNERS LLC

20 WALNUT STREET, WELLESLEY HILLS, MA 02481CRD# 5117222Firm CRD# 108345

Profile Verification

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

Identity

Michael Peter Stack · WELLESLEY HILLS, MA

Registration

CRD #5117222 · BEAUMONT FINANCIAL PARTNERS LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEAUMONT FINANCIAL PARTNERS LLC

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Sep 2020 – Feb 2022

Saxtons River, VT

CHARLES SCHWAB INVESTMENT ADVISORY, INC

Mar 2018 – Sep 2020

Boston, MA

THOMASPARTNERS, INC.

Jul 2013 – Mar 2018

BOSTON, MA

BEAUMONT FINANCIAL PARTNERS LLC

Mar 2007 – May 2013

WELLESLEY HILLS, MA

THOMASPARTNERS, INC.

Sep 2006 – Jan 2007

WELLESLEY, MA

STACK PRIVATE WEALTH MANAGEMENT LLC

Mar 2006 – Feb 2009

WELLESLEY, MA

Registrations & Exams

Registration record

First registered · March 30, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEAUMONT FINANCIAL PARTNERS LLC

CRD 108345 · SEC 801-57100

AUM

$3.0B

Regulatory assets under management

Employees

3,616 client accounts

Services offered by BEAUMONT FINANCIAL PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEAUMONT FINANCIAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Peter Stack offer?

Michael Peter Stack specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Peter Stack's credentials?

Michael Peter Stack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Peter Stack located?

Michael Peter Stack is based in WELLESLEY HILLS, Massachusetts, last registered with BEAUMONT FINANCIAL PARTNERS LLC.

How does Michael Peter Stack charge for services?

Michael Peter Stack's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEAUMONT FINANCIAL PARTNERS LLC?

BEAUMONT FINANCIAL PARTNERS LLC has approximately 24 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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