Beaumont Capital Management, LLC

Investment Advisor
in Sandwich, MA

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About this Advisor

Brandon Anderson is a financial advisor who works out of Sandwich, Massachusetts who has 3 years of relevant experience. Anderson is on the advisory team at Beaumont Capital Management, LLC. Over the course of their career, they have held roles at Pioneer Investments, Beaumont Financial Partners, LLC, Beaumont Capital Management, LLC and Ceros Financial Services, Inc. Anderson holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is approved to operate in Massachusetts. Beaumont Capital Management, LLC is a company operating out of Boston, MA. The investment advisory business has offices in four locations and a total of nine employees. It has $167 million in assets across its 332 accounts, placing it among the mid-sized firms in the nation by assets under management. Beaumont Capital Management, LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial management fee schedules usually are based on which services are provided. Fees billed by Beaumont Capital Management, LLC can include some combination of asset-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

3 years

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

Sandwich, MA

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Beaumont Capital Management, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA 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

Brandon Anderson Work History

Brandon has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Ceros Financial Services, Inc

2020 - Present (4 years)

Beaumont Capital Management, LLC

2017 - 2019 (2 years)

Beaumont Financial Partners, LLC

2007 - 2017 (10 years)

Pioneer Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Brandon Anderson 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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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

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