AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JB

Jerry D. Boyette

Some features on this profile are disabled
CRD#: 1835869
JB

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.

Jerry Dean Boyette was a registered financial professional .

Jerry is a previously registered financial professional and started their career in finance in 1988. Jerry had worked at 23 firms and has passed the Series 63, SIE and Series 7 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)


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

April 11, 2017 - June 30, 2017

STRATCAP SECURITIES, LLC

BD
CRD#: 151152
NEW YORK, NY
Past

November 16, 2016 - April 10, 2017

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
GREENVILLE, SC
Past

May 12, 2016 - October 6, 2016

HARBOR LIGHT SECURITIES, LLC

BD
CRD#: 130227
TAMPA, FL
Past

March 31, 2016 - May 19, 2016

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

January 15, 2015 - January 5, 2016

MSC - BD, LLC

BD
CRD#: 142927
LAKE OSWEGO, OR
Past

January 7, 2014 - June 4, 2014

DMK ADVISOR GROUP, INC.

BD
CRD#: 41067
LUTZ, FL
Past

July 23, 2013 - December 31, 2013

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

January 4, 2010 - September 6, 2011

FIRST UNION SECURITIES, INC.

BD
CRD#: 129502
TAMPA, FL
Past

June 19, 2009 - December 31, 2009

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
RICHMOND, VA
Past

October 3, 2007 - August 20, 2008

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

August 20, 2007 - September 20, 2007

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ODESSA, FL
Past

October 26, 2004 - August 22, 2005

D.H. HILL SECURITIES, LLLP

BD
CRD#: 41528
KINGWOOD, TX
Past

January 13, 2003 - March 24, 2003

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

October 2, 2002 - December 4, 2002

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
ANN ARBOR, MI
Past

November 13, 2001 - August 28, 2002

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

July 2, 2001 - October 1, 2001

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

January 5, 2001 - April 17, 2001

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL
Past

October 29, 1999 - January 12, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

May 1, 1998 - March 3, 1999

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

January 1, 1998 - March 26, 1998

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

October 1, 1996 - January 1, 1998

NATIONSSECURITIES

BD
CRD#: 32542
Past

December 21, 1992 - November 1, 1996

BARNETT INVESTMENTS, INC.

BD
CRD#: 14897
JACKSONVILLE, FL
Past

November 22, 1988 - July 10, 1992

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

June 21, 1988 - November 10, 1988

F.N. WOLF & CO., INC.

BD
CRD#: 13051

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
Series 63
Date: 7/8/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SS
STRATCAP SECURITIES, LLC
SC DISTRIBUTORS, LLC | STRATCAP SECURITIES, LLC

CRD#: 151152 / SEC#: , 8-68338

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
30 Rockefeller Plaza, Suite 2050, New York, NY 10112
Mailing Address
30 Rockefeller Plaza, Suite 2050, New York, NY 10112
Phone number
(657) 383-9648
Established
Delaware since 03/31/2009
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
STRATCAP, LLCMEMBER
CONDON, JAMES VALENTINECHIEF EXECUTIVE AND CHIEF OPERATING OFFICER4965433
LAROSE, JENNIFERCHIEF COMPLIANCE OFFICER3094139
ROSTVOLD, ERIK KJELLOPERATIONS MANAGER4384284
RYAN, KIMBERLY ANNFINOP4316310

Disclosures


Regulatory Event1

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


STRATCAP SECURITIES, LLC

CRD#: 151152

TRUST BUT VERIFY

Monitor Jerry Boyette

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics