Robert David Schneider
Investment adviser representative at Beaumont Financial Partners
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Beaumont Financial Advisors, LLCNov 2022 to now
- Beaumont Financial Partners, LLCJul 2014 to now
- Baha Financial GroupMar 2022 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Beaumont Financial Partners
Legal name: Beaumont Financial Advisors, LLC
$3.8BAssets managed
1,910Clients
16Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1813448
- Firm CRD
- 322925