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Perry H. Beaumont

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CRD#: 2003685
PB

Professional summary


Perry Harley Beaumont was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Perry is a previously registered financial professional and started their career in finance in 1990. Prior to being barred, Perry had worked at 7 firms, which includes SPRUCE BROOK, SALOMON BROTHERS INC., CITIGROUP GLOBAL MARKETS INC., LEHMAN SPECIAL SECURITIES INC., LEHMAN GOVERNMENT SECURITIES INC., LEHMAN BROTHERS INC., SBC WARBURG INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 7, 2016 - July 21, 2016

SPRUCE BROOK

RIA
CRD#: 281258
RIDGEFIELD, CT
Past

November 28, 1997 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

January 31, 1996 - December 31, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 22, 1993 - July 18, 1994

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

September 22, 1993 - October 23, 1995

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

September 22, 1993 - November 15, 1995

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 22, 1990 - July 26, 1993

SBC WARBURG, INC.

BD
CRD#: 23745
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/8/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SB
SPRUCE BROOK
SPRUCE BROOK | SPRUCE BROOK, LLC

CRD#: 281258 / SEC#:

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Contact information


Main Address
845 North Salem Road Annex B, Ridgefield, CT 06877
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SPRUCE BROOK

CRD#: 281258

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