Denis
Rezendes
Beaumont Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Denis Rezendes is a financial advisor operating out of Boston, Massachusetts with 3 years of relevant experience. Rezendes is on the advisory team at Beaumont Capital Management, LLC. Over the course of their career, Rezendes has held roles at Babson College, Beaumont Financial Partners, LLC, Shaw'S Supermarket, Boston Trust And Investment Management Company, P-Solve Us and Beaumont Capital Management, LLC. Rezendes has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Massachusetts. Beaumont Capital Management, LLC is an advisory business operating out of Boston, MA. The company has offices in four locations and a total of nine employees. It controls $167 million in assets under management among its 332 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Beaumont Capital Management, LLC has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types charged by Beaumont Capital Management, LLC can be comprised of some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Beaumont Capital Management, LLC Brokerage Details
$166,527,499
9
332
$501,589
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Denis Rezendes Work History
Denis has been registered as a financial advisor for 3 years.*
Beaumont Capital Management, LLC
Beaumont Financial Partners, LLC
P-Solve Us
Boston Trust And Investment Management Company
Babson College
Shaw'S Supermarket
*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.
Disclosures
Please visit the SEC profile of Denis Rezendes 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
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Wayne, NJ
Vero Beach, FL
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 profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
