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Todd Matthew Rice

Beaumont Capital Management, LLC

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About Todd Matthew Rice

Todd Matthew Rice is an investment advisor representative at Beaumont Capital Management, LLC. Todd has been in the industry for over 30 years. Todd holds both the Series 63 and Series 65 licenses. Previous employers include Societé Générale Securities Corporation and Salomon Brothers Inc.

Firm Information

Todd Rice 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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Todd Rice’s Registration & Firm History

MA

09/27/2022 - Present

Beaumont Capital Management, LLC (BOSTON MA)

NA

01/15/1990 - 06/06/1990

SOCIETE GENERALE SECURITIES CORPORATION

NA

11/23/1988 - 08/31/1989

SALOMON BROTHERS INC.

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Licenses & Designations

IA

Issued 06/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/1988

Series 3 - National Commodity Futures Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Matthew Rice.
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