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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Sally Jane Boyle

Sally J. Boyle

SJ BOYLE WEALTH PLANNING
HANOVER, NH 03755
Some features on this profile are disabled
CRD#: 1026790
Sally Jane Boyle

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

BD
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

BD
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

BD
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.

BD
CRD#: 7059
LEBANON, NH
Past

May 27, 2005 - August 22, 2007

CHITTENDEN SECURITIES, LLC.

BD
CRD#: 45190
WHITE RIVER JCT, VT
Past

January 20, 1982 - December 31, 1995

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/18/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/5/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/26/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 12/12/1988
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 6/21/1982
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/11/1982
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SJ BOYLE WEALTH PLANNING, LLC
SJ BOYLE WEALTH PLANNING, LLC
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts70
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.

Company Information

SJ BOYLE WEALTH PLANNING, LLC

SJ BOYLE WEALTH PLANNING, LLC

CRD#: 174158Hanover, NH 03755

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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