Brian Donald Corcoran
Professional Summary
Brian Donald Corcoran is a registered financial advisor currently at BEAUMONT FINANCIAL PARTNERS located in Needham, Massachusetts. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brian has worked at 4 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
BEAUMONT FINANCIAL ADVISORS, LLC | BEAUMONT FINANCIAL PARTNERS
Contact Information
Main Address
250 1st Avenue, Suite 101, Needham, MA 02494Phone Number
(781) 400-2800# of Employees
24SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,286AUM (Assets Under Management)
$3,758,573,501Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | Cover Page | Report |
| 01/02/2025 | Cover Page | Report |
| 10/30/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
BEAUMONT FINANCIAL ADVISORS, LLC | BEAUMONT FINANCIAL PARTNERS
State Registrations and Notice Filings
(11/22/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2002Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Donald Corcoran's CRS (Customer Relationship Summary).
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