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Daniel Mark Stanzler

Beaumont Financial Partners

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About Daniel Mark Stanzler

Daniel Mark Stanzler is an Investment Advisor Representative at Beaumont Financial Partners, LLC. Daniel has been in the financial industry for over 20 years. Daniel specializes in financial planning, portfolio management, and insurance solutions. Daniel holds a Series 7 General Securities Representative Examination and a Series 65 Uniform Investment Adviser Law Examination. Daniel previously worked at Scudder Weissel Capital, LLC and Thomas Weisel Partners LLC.

Firm Information

Daniel Stanzler is currently registered with Beaumont Financial Partners. Beaumont Financial Partners is an investment advisor headquartered in NEEDHAM, MA. The firm provides a variety of advisory services, including financial planning, pension consulting, and portfolio management for businesses and individuals. They manage approximately $2.96 billion in assets for a range of clients, including corporations, individuals, charitable organizations, and high-net-worth individuals.
Beaumont Financial Partners

250 1ST AVENUE, SUITE 101

NEEDHAM, MA 02494

$2.96B

Assets Under Management

Not reported

Total Clients

13

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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credit and cash management solutions; and insurance solutions

Credit and cash management solutions; and insurance solutions

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Daniel Stanzler’s Registration & Firm History

MA

11/22/2022 - Present

Beaumont Financial Partners (NEEDHAM MA)

CA

10/19/2000 - 04/30/2001

SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)

CA

10/06/1999 - 05/18/2000

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 08/21/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Mark Stanzler.
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