Robert David Schneider

Current Employers

Beaumont Financial Partners

250 1St Avenue, Suite 101, Needham, MA 02494 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-07-25
TX	RA	APPROVED	2022-11-17

VA RA
APPROVED

Since 2025-07-25
TX RA
APPROVED

Since 2022-11-17

Branch Locations

Round Hill, VA • United States

250 1St Avenue, Suite 101, Needham, MA 02494 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Beaumont Financial Partners, Llc	Needham	MA	07/2014	Present
Baha Financial Group	The Woodlands	TX	03/2022	10/2023
Beaumont Financial Advisors, Llc	Needham	MA	11/2022	Present

07/2014 → Present

Beaumont Financial Partners, Llc

Needham, MA
03/2022 → 10/2023

Baha Financial Group

The Woodlands, TX
11/2022 → Present

Beaumont Financial Advisors, Llc

Needham, MA

Previous Registrations

2023-02-14 → 2023-10-09

The Baha

The Woodlands, TX
2013-04-29 → 2022-12-09

Beaumont Financial Partners Llc

The Woodlands, TX

Needham, MA

The Woodlands, TX

The Woodlands, TX
1998-03-25 → 2013-02-08

Strategic Advisers Llc

Houston, TX

The Woodlands, TX

Spring, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-11-28
S63	Uniform Securities Agent State Law Examination	1992-09-18

S66 Uniform Combined State Law Examination

2000-11-28
S63 Uniform Securities Agent State Law Examination

1992-09-18

Designations

View on SEC IAPD