Sally J. Boyle

SJ BOYLE WEALTH PLANNING

HANOVER, NH 03755

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CRD#: 1026790

Professional summary

Sally Jane Boyle, CFP®, who also goes by Sally B Dyroff, Sally Boyle Dyroff, Sally B Fronczak, Sally Boyle Fronczak, is a registered financial advisor currently at SJ BOYLE WEALTH PLANNING, LLC located in Hanover, New Hampshire.

Sally is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Sally has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 62, Series 22 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Budgeting

Debt Management

Insurance Planning

Estate Planning

Divorce Planning

Comprehensive Financial Planni...

Retirement Planning

Education Planning

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Sally B Dyroff | Sally Boyle Dyroff | Sally B Fronczak | Sally Boyle Fronczak

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 Sally Jane Boyle's 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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

January 1, 2019 - Present

SJ BOYLE WEALTH PLANNING, LLC

Office #1: 45 Lyme Road Suite 204a, Hanover, NH 03755

RIA

CRD#: 174158

HANOVER, NH

Past

March 13, 2024 - December 4, 2024

FORTIS CAPITAL ADVISORS, LLC

RIA

CRD#: 309709

Hanover, NH

Past

February 19, 2015 - December 31, 2018

SJ BOYLE WEALTH PLANNING, LLC

RIA

CRD#: 174158

WEST LEBANON, NH

Past

January 6, 2014 - December 5, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HANOVER, NH

Past

January 6, 2014 - December 5, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HANOVER, NH

Past

October 24, 2011 - December 31, 2013

S J BOYLE WEALTH PLANNING LLC

RIA

CRD#: 158894

LEBANON, NH

Past

February 3, 2011 - January 21, 2014

PKS ADVISORY SERVICES, LLC

RIA

CRD#: 125648

HANOVER, NH

Past

January 27, 2011 - January 7, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

HANOVER, NH

Past

June 1, 2009 - January 12, 2011

MORGAN STANLEY

RIA

CRD#: 149777

LEBANON, NH

Past

June 1, 2009 - January 12, 2011

MORGAN STANLEY

CRD#: 149777

LEBANON, NH

Past

January 14, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LEBANON, NH

Past

October 4, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

LEBANON, NH

Past

May 27, 2005 - August 22, 2007

CHITTENDEN SECURITIES, LLC.

CRD#: 45190

WHITE RIVER JCT, VT

Past

January 20, 1982 - December 31, 1995

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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

New Hampshire
(1/1/2019)

IAR

Vermont
(2/12/2025)

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 66

Date: 10/19/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/18/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/5/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2005

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 12/12/1988

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 6/21/1982

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 1/11/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SJ BOYLE WEALTH PLANNING, LLC

CRD#: 174158 / SEC#:

New Hampshire

Registered Investment Advisory firm - (10/15/2024 Approved)

Vermont

Registered Investment Advisory firm - (2/7/2025 Approved)

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Contact information

Main Address

45 Lyme Road Suite 204a, Hanover, NH 03755

Mailing Address

Phone number

(603) 277-9953

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	70
AUM (Assets Under Management)	$ 24,083,686

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Sally J. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sally Jane Boyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTIS CAPITAL ADVISORS, LLC

SJ BOYLE WEALTH PLANNING, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

S J BOYLE WEALTH PLANNING LLC

PKS ADVISORY SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CHITTENDEN SECURITIES, LLC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2005

Series 63

Date: 1/18/1982

SIE

Date: 12/5/2014

Series 7

Date: 5/26/2005

Series 62

Date: 12/12/1988

Series 22

Date: 6/21/1982

Series 6

Date: 1/11/1982

Current Firm

SJ BOYLE WEALTH PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SJ BOYLE WEALTH PLANNING, LLC

TRUST BUT VERIFY

Contact information

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