Trent Cameron Schneider
Investment adviser representative at Beaumont Financial Partners
11 yearsExperience
1 stateRegistered in
$3.8BFirm assets
3 yearsFirm in business
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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
11 years in the industry.
- Beaumont Financial PartnersAug 2025 to now
- Beaumont Financial Advisors, LLCJul 2025 to now
- Medstar HealthJun 2024 to now
- Good Vida Group, LLCApr 2022 to now
- The Baha Financial GroupMar 2023 to Oct 2023
- University of Texas Southwestern Medical SchoolJul 2020 to May 2024
- Noom IncJul 2019 to Mar 2022
- UnemployedJun 2019 to Jul 2019
- Princeton UniversityAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 7707668
- Firm CRD
- 322925