DB
Daniel P. Boyle
SCHWERIN BOYLE CAPITAL MANAGEMENT,
SPRINGFIELD, MA 01144-0700
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CRD#: 1556707
DB
Professional summary
Daniel Patrick Boyle is a registered financial advisor currently at SCHWERIN BOYLE CAPITAL MANAGEMENT, INC located in Springfield, Massachusetts.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Daniel has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
DANIEL P. BOYLE IS CURRENTLY ALSO A PRINCIPAL AND MANAGING MEMBER OF ELDARO INVESTORS, LLC, A MASSACHUSETTS LIMITED LIABILITY COMPANY WHICH ACTS AS GENERAL PARTNER AND MANAGER TO DOUBLE PLAY PARTNERS LIMITED PARTNERSHIP. THROUGH AN INVESTMENT ADVISORY AGREEMENT, SCHWERIN BOYLE CAPITAL MANAGEMENT, INC., IS RESPONSIBLE FOR THE DAY-TO-DAY INVESTMENT AND TRADING ACTIVITIES OF THE PARTNERSHIP. THE PARTNERSHIP INVESTS PRIMARILY IN EQUITY SECURITIES OF PUBLICLY TRADED UNITED STATES COMPANIES HOWEVER IT MAY MAKE ALL MANNER OF INVESTMENTS CONSISTENT WITH ITS GOAL OF PROVIDING SUPERIOR LONG-TERM TOTAL RETURNS IN VARIABLE ECONOMIC CLIMATES. ELDARO'S ADDRESS IS ONE MONARCH PLACE, SUITE 700, 1414 MAIN STREET, SPRINGFIELD, MA 01144, AND IT WAS INCORPORATED IN MASSACHUSETTS ON AUGUST 23, 1999. MR. BOYLE SERVES IN A RESEARCH CAPACITY FOR ELDARO INVESTORS.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick 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®
NoneExperience
Current
April 14, 1994 - Present
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
Office #1: One Monarch Place, Suite 700 1414 Main Street, Springfield, MA 01144-0700RIA
CRD#: 105004
SPRINGFIELD, MA
Past
September 26, 1986 - October 10, 1989
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
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".
SB
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
CRD#: 105004 / SEC#: 801-35156
RIA
Registered Investment Advisory firm - (9/8/1989 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(4/14/1994)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SB
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
CRD#: 105004 / SEC#: 801-35156
RIA
Registered Investment Advisory firm - (9/8/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Monarch Place, Suite 700 1414 Main Street, Springfield, MA 01144-0700
Mailing Address
Phone number
(413) 784-0990
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 184 |
| AUM (Assets Under Management) | $ 1,191,805,682 |
Red Flags
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Company Information
SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
CRD#: 105004Springfield, MA 01144-0700TRUST BUT VERIFY
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Contact information
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