Anthony Beaulieu
Investment adviser representative at Symmetry Partners
10 yearsExperience
1 stateRegistered in
$4.7BFirm assets
24 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Symmetry Partners, LLCJan 2023 to now
- Uvoice USAAug 2022 to Jan 2023
- Farmington Public SchoolsAug 2021 to May 2022
- Farmington Public SchoolsJun 2021 to Jul 2021
- Dish N DatMay 2021 to Dec 2021
- UnemployedJun 2020 to Jun 2021
- Uvoice USAAug 2019 to May 2020
- Dish N DatJul 2019 to May 2020
- Full Time StudentAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
Symmetry Partners
Legal name: Symmetry Partners, LLC.
$4.7BAssets managed
8,909Clients
21Advisers
24 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
- 8213162
- Firm CRD
- 120982