Cheryl Anne Fortier
Investment adviser representative at Beaumont Financial Partners
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm assets
Are you Cheryl Anne Fortier? Claim your profile
Contact this firm
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
26 years in the industry.
- Beaumont Financial Advisors, LLCNov 2022 to now
- Beaumont Financial Partners, LLCMar 2019 to now
- UnemployedApr 2018 to Feb 2019
- BNY MellonMar 2000 to Mar 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7090302
- Firm CRD
- 322925