Courtney A. Doyle

ALGORITHMIC INVESTMENT MODELS

Boston, MA 02116

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CRD#: 5674113

Professional summary

Courtney Arlene Doyle, who also goes by Courtney Arlene Bartlett, is a registered financial advisor currently at ALGORITHMIC INVESTMENT MODELS located in Boston, Massachusetts.

Courtney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Courtney has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Courtney Arlene Bartlett

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) - RIA

Click below to view Courtney Arlene Doyle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 23, 2020 - Present

ALGORITHMIC INVESTMENT MODELS

Office #1: 125 Newbury St 4th Floor, Boston, MA 02116

RIA

CRD#: 306354

Boston, MA

Past

April 8, 2014 - December 31, 2019

BEAUMONT FINANCIAL PARTNERS LLC

RIA

CRD#: 108345

NEEDHAM, MA

Past

October 23, 2012 - March 14, 2013

FIDUCIARY TRUST INTERNATIONAL, LLC

RIA

CRD#: 124062

LINCOLN, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALGORITHMIC INVESTMENT MODELS

ALGORITHMIC INVESTMENT MODELS | BEAUMONT CAPITAL MANAGEMENT, LLC | ALGORITHMIC INVESTMENT MODELS, LLC

CRD#: 306354 / SEC#: 801-117772

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/23/2020)

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

State Security Law Exam

IAR

Series 65

Date: 10/17/2012

Uniform Investment Adviser Law Examination

Current Firm

ALGORITHMIC INVESTMENT MODELS

ALGORITHMIC INVESTMENT MODELS | BEAUMONT CAPITAL MANAGEMENT, LLC | ALGORITHMIC INVESTMENT MODELS, LLC

CRD#: 306354 / SEC#: 801-117772

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

125 Newbury St 4th Floor, Boston, MA 02116

Mailing Address

Phone number

(888) 777-0535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALGORITHMIC INVESTMENT MODELS, LLC (AIM) DISCLOSURE BROCHURE (2/21/2025)

Regulatory assets under management

Total Number of Accounts	289
AUM (Assets Under Management)	$ 156,927,853

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.

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Courtney A. Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Courtney Arlene Doyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALGORITHMIC INVESTMENT MODELS

BEAUMONT FINANCIAL PARTNERS LLC

FIDUCIARY TRUST INTERNATIONAL, LLC

Primary Firm SEC Registration

ALGORITHMIC INVESTMENT MODELS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2012

Current Firm

ALGORITHMIC INVESTMENT MODELS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALGORITHMIC INVESTMENT MODELS

TRUST BUT VERIFY

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