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Thomas J. Boyle

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CRD#: 1674411
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Joseph Boyle MR, who also goes by Thomas J Boyle, Thomas Joseph Boyle, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1987. Thomas had worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas J Boyle | Thomas Joseph Boyle

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 19, 2019 - August 6, 2020

CAPITAL CITY SECURITIES, LLC

BD
CRD#: 146001
POWELL, OH
Past

November 3, 2010 - April 5, 2011

MCDONALD PARTNERS LLC

BD
CRD#: 135414
CLEVELAND, OH
Past

September 28, 2010 - April 5, 2011

MCDONALD PARTNERS LLC

RIA
CRD#: 135414
CLEVELAND, OH
Past

January 1, 2008 - September 19, 2008

INVESTMENT SERVICES, INC.

BD
CRD#: 2318
LEWISTON, ID
Past

March 23, 2004 - December 31, 2005

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

September 27, 2000 - December 20, 2001

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 27, 2000 - December 20, 2001

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

March 20, 1997 - June 19, 2000

DIAMOND HILL SECURITIES, INC.

BD
CRD#: 28240
COLUMBUS, OH
Past

April 7, 1995 - September 16, 1996

THE HAMILTON-SHEA GROUP, INC.

BD
CRD#: 37526
POMPANO BEACH, FL
Past

August 2, 1994 - April 5, 1995

OMNI FINANCIAL SECURITIES, INC.

BD
CRD#: 29320
COLUMBUS, OH
Past

December 14, 1990 - July 8, 1994

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

November 25, 1987 - December 17, 1990

S. J. WOLFE & CO.

BD
CRD#: 3793
DAYTON, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/22/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CAPITAL CITY SECURITIES, LLC
CAPITAL CITY SECURITIES, LLC

CRD#: 146001 / SEC#: , 8-67771

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
3789 Attucks Dr, Powell, OH 43065
Mailing Address
3789 Attucks Dr, Powell, OH 43065
Phone number
(614) 485-0803
Established
Ohio since 02/01/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CAPITAL CITY PARTNERS, INC.OWNER/MANAGING MEMBER
CRAWFORD, TODD EDWARDCCO1951009
CRAWFORD, TODD EDWARDPRESIDENT1951009
ROLAND, JAMES MERVINV. P. COMPLIANCE AND OPERATIONS1871181
ROLAND, JAMES MERVINOPTIONS PRINCIPAL1871181
TOMASELLO, JAC GERARDMP1749835
TOMASELLO, JAC GERARDGENERAL PRINCIPAL1749835
TOMASELLO, JAC GERARDFIN OP1749835

Disclosures


Regulatory Event3
Arbitration1

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


CAPITAL CITY SECURITIES, LLC

CRD#: 146001

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