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KB

Kevin E. Boyle

BAY CREST PARTNERS
New York, NY 10005
Some features on this profile are disabled
CRD#: 1674959
KB

Professional summary

Kevin Edward Boyle is a registered financial professional currently at BAY CREST PARTNERS, LLC located in New York, New York.

Kevin is registered as a RR (Registered Representative) and started their career in finance in 1987. Kevin has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 62 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kevin Edward Boyle's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 21, 2023 - Present

BAY CREST PARTNERS, LLC

Office #1: 40 Wall Street 42nd Floor, New York, NY 10005
BD
CRD#: 39944
New York, NY
Past

March 25, 2008 - June 19, 2023

WHITAKER SECURITIES LLC

BD
CRD#: 121465
NEW YORK, NY
Past

March 6, 2003 - April 1, 2008

SEABOARD SECURITIES, INC.

BD
CRD#: 755
NEW YORK, NY
Past

August 2, 2001 - February 26, 2003

FIRST BROKERS SECURITIES LLC

BD
CRD#: 27369
JERSEY CITY, NJ
Past

May 1, 2000 - August 22, 2001

GLOBESHARE, INC.

BD
CRD#: 47746
NEW YORK, NY
Past

November 17, 1999 - May 18, 2000

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

February 6, 1990 - June 22, 1999

MINT BROKERS

BD
CRD#: 13681
NEW YORK, NY
Past

February 6, 1990 - November 18, 1999

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

August 1, 1989 - February 8, 1990

KMS CORPORATE BROKERS, INC.

BD
CRD#: 5418
Past

July 25, 1987 - June 19, 1989

INTERCAPITAL GOVERNMENT SECURITIES INC.

BD
CRD#: 19710

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(6/21/2023)
RR
New York
(6/21/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 3/2/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/2/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 4/12/1990
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/13/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

BC
BAY CREST PARTNERS, LLC
AFC PARTNERS, LLC | BAY CREST PARTNERS, LLC

CRD#: 39944 / SEC#: , 8-48931

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

Main Address
40 Wall Street 42nd Floor, New York, NY 10005
Mailing Address
40 Wall Street 42nd Floor, New York, NY 10005
Phone number
(212) 480-1400
Established
New York since 12/20/1994
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 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#
FREEDOM HOLDING GROUP, LLCSOLE LLC MEMBER
CARBONARA, LISACCO5227955
MULLIGAN, WILLIAM PETER JR.GENERAL SECURITIES PRINCIPAL, LLC MANAGER, CEO1614209
SCHEUERMANN, JOSEPH PHILIPCOO3273673
SCHEUERMANN, JOSEPH PHILIPPFO, POO, FINOP3273673
WEISS, NICHOLAS DANIELROP2856151

Disclosures

Regulatory Event16

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

BAY CREST PARTNERS, LLC

CRD#: 39944New York, NY 10005

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