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RIA / WealthAdvisorCertified Financial Planner30 years in industry

PETER MICHAEL GIRARD

Advisor at BEAUMONT FINANCIAL PARTNERS

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:791fe3b2-fe9d-74e0-798e-b14b2c2711ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEAUMONT FINANCIAL PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 6, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 6, 1995
First registration: Oct 7, 2001
Dual registered: no
IAPD individual key: 2603020

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEAUMONT FINANCIAL PARTNERS	Independent wealth	Nov 14, 2022	n/a	yes	NEEDHAM, MA	Current employment
BEAUMONT FINANCIAL PARTNERS LLC	Former SEC adviser	Nov 30, 2004	Dec 9, 2022	no	NEEDHAM, MA\|NEEDHAM, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 7, 2001	Nov 19, 2004	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEAUMONT FINANCIAL PARTNERS LLC	BEAUMONT FINANCIAL PARTNERS	Dec 9, 2022	Nov 14, 2022	-25	Channel change	RIA to new firm
STRATEGIC ADVISERS LLC	BEAUMONT FINANCIAL PARTNERS LLC	Nov 19, 2004	Nov 30, 2004	11	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108345:322925:MA:2022-12-08	Dec 9, 2022	Nov 14, 2022	NEEDHAM, MA	Firm change

Relationships

Registered with (3)

→ BEAUMONT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Nov 14, 2022 to presentfactForm ADV
→ BEAUMONT FINANCIAL PARTNERS LLCRegistered adviserregistration: previous registration
Nov 30, 2004 to Dec 9, 2022factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Oct 7, 2001 to Nov 19, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:791fe3b2-fe9d-74e0-798e-b14b2c2711ed
First observed: Oct 7, 2001
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PETER MICHAEL GIRARD

Advisor at BEAUMONT FINANCIAL PARTNERS

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:791fe3b2-fe9d-74e0-798e-b14b2c2711ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:05 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BEAUMONT FINANCIAL PARTNERS

Independent wealth

Nov 14, 2022

n/a

yes

NEEDHAM, MA

Current employment

BEAUMONT FINANCIAL PARTNERS LLC

Former SEC adviser

Nov 30, 2004

Dec 9, 2022

NEEDHAM, MA|NEEDHAM, MA

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

Oct 7, 2001

Nov 19, 2004

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BEAUMONT FINANCIAL PARTNERS LLC

BEAUMONT FINANCIAL PARTNERS

Dec 9, 2022

Nov 14, 2022

-25

Channel change

RIA to new firm

STRATEGIC ADVISERS LLC

BEAUMONT FINANCIAL PARTNERS LLC

Nov 19, 2004

Nov 30, 2004

Firm change

Other

Team

Left

Joined

From

Kind

108345:322925:MA:2022-12-08

Dec 9, 2022

Nov 14, 2022

NEEDHAM, MA

Firm change