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President / Chief Compliance Officer · Beaton Management Co Inc

Terrence A. Beaton

CRD 4352257 · Named on Form ADV at one SEC-registered adviser

At a glance

Beaton Management Co Inc, an SEC-registered wealth manager based in Haverhill, MA with $446 million in regulatory assets, lists Terrence A. Beaton on its Form ADV as President / Chief Compliance Officer, a control person.

Firms and roles

  • Beaton Management Co IncPresident / Chief Compliance OfficerWealth manager · Haverhill, MA · $446M in regulatory assets

AtlasMembers

Terrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.