Daniel
Dixon

Beaumont Capital Management, LLC

CRD#1643748
Investment Advisor
in Vero Beach, FL

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About this Advisor

Daniel Dixon is a financial advisor based in Vero Beach, Florida, working with Beaumont Capital Management, LLC. Daniel has previously held positions at Triboro Investment Management, Trident Distribution Partners, Joseph Grace Holding, Beaumont Capital Management, LLC, and Ceros Financial Services, Inc. Daniel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Daniel is part of Beaumont Capital Management, LLC, which operates out of Vero Beach, Florida. The firm has 4 offices and 10 employees. The firm manages assets totaling $155.3 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Beaumont Capital Management, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Others

Office Location

Vero Beach, FL

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Beaumont Capital Management, LLC Brokerage Details

Total Assets Under Management

$155,335,628

FL Average: $16,012,751,954
Total Number of Employees

10

FL Average: 118
Total Number of Accounts

302

FL Average: 4,567
Average Account Size

$514,356

FL Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Daniel Dixon Work History

2021 - Present (4 years)

Ceros Financial Services, Inc

2020 - Present (5 years)

Beaumont Capital Management, LLC

2015 - 2020 (5 years)

Joseph Grace Holding

2014 - 2020 (6 years)

Trident Distribution Partners

2013 - 2015 (2 years)

Triboro Investment Management

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Disclosures

Please visit the SEC profile of Daniel Dixon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beaumont Capital Management, LLC

Courtney Doyle
Boston, MA
Daniel Dixon
Vero Beach, FL
Andrew Rice
Boston, MA
Jared Klapman
Boston, MA
Todd Rice
Boston, MA
Brendan Ryan
Boston, MA
James Bulger
Wayne, NJ
Denis Rezendes
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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