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Joseph Elliot Somerset

Beantown Financial Advisors LLC

Jefferson, MA

CRD 3171281

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Employer firm

Beantown Financial Advisors LLC CRD 134637

$158M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Beantown Financial Advisors Llc

Jefferson, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-04-01
  • MA RA
    APPROVED
    Since 2005-04-01

Branch Locations

Jefferson, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beantown Financial Advisors Jefferson MA 10/2003 Present
Bentley University Waltham MA 09/2011 12/2017
  • 10/2003 → Present
    Beantown Financial Advisors
    Jefferson, MA
  • 09/2011 → 12/2017
    Bentley University
    Waltham, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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