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Brandon M Anderson

Beaumont Capital Management, LLC

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About Brandon M Anderson

Brandon Anderson is a financial advisor with Beaumont Capital Management, LLC. Brandon has been working in the financial industry since 2007. Brandon has a Series 6, 7, 63, and 66 license. Brandon is registered as an investment advisor representative in Massachusetts. Previously, Brandon was employed with Pioneer Investments, Beaumont Financial Partners, LLC, and Ceros Financial Services, Inc.

Firm Information

Brandon Anderson is currently registered with Beaumont Capital Management, LLC. Beaumont Capital Management, LLC is a Boston, MA-based investment advisor with approximately $152.7 million in regulatory assets under management. They provide portfolio management services for businesses and individuals, as well as other advisory services. The firm specializes in wrap programs/model management/sub-advisor services and has a strong focus on serving other investment advisors, state or municipal government entities, and insurance companies.
Beaumont Capital Management, LLC

125 NEWBURY ST

BOSTON, MA 02116

$152.73M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap program/model manager/sub-advisor

Wrap program/model manager/sub-advisor

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Wrap manager and sub-advisor

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Brandon Anderson’s Registration & Firm History

MA

01/30/2020 - Present

Beaumont Capital Management, LLC (BOSTON MA)

MD

04/23/2021 - 05/28/2024

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

MA

04/08/2010 - 01/03/2017

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 04/02/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/16/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/07/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon M Anderson.
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