KB
Kenneth R. Boyd
REALTA INVESTMENT ADVISORS,
WILLOUGHBY, OH 44094
Some features on this profile are disabled
CRD#: 2156704
KB
Professional summary
Kenneth Russell Boyd III, who also goes by Kenneth R III Boyd, is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Willoughby, Ohio and REALTA EQUITIES, INC. located in Willoughby, Ohio.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Kenneth has worked at 9 firms and has passed the Series 66, Series 6TO, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kenneth R Iii Boyd
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.
(1) THE WAY VIRTUAL OFFICES; WILLOUGHBY, OH; LEASING AND RENTING OFFICE SPACE AND EQUIPMENT; THECHARLTONABBOTT.COM; PRESIDENT, OVERSITE OF PROPERTY MANAGEMENT AND DIRECTION; FLAT FEE OF RENTS COLLECTED; OWN THE BUILDING AND THE PROPERTY MANAGEMENT COMPANY; 10 HOURS PER WEEK DURING NORMAL TRADING HOURS (2) MY HOME RENOVATOR, INC.; HICKORY, NC; HOME RENOVATION MARKETING; MYHOMERENOVATOR.COM; BOARD MEMBER, LLC MEMBER, ADVISORY ROLE; COMPENSATION IN THE FORM OF % OF DISTRIBUTIONS; 15% OWNSHIP OF INC. AND OCCASIONAL LOANS TO ENTITY; 2-5 HOURS PER WEEK DURING NORMAL TRADING HOURS (3) HICKORY CROSSINGS, LLC; HICKORY, NC; PROPERTY HOLDING COMPANY; MEMBER, 20% OWNERSHIP; COMPENSATION IN THE FORM OF RENT; PURCHASED 20% OWNERSHIP ON CONVERSION OF ORIGINAL LOAN; NO HOURS DURING TRADING HOURS (4) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) THE WAY REAL ESTATE SERVICES, LLC; KIRKLAND, OH; REAL ESTATE HOLDING COMPANY; FOUNDER/OWNER OF PROPERTY; COMPENSATION IN THE FORM OF RENT; OWN THE INVESTMENT AND COMMERCIAL PROPERTIES WITHIN THE LLC; 2 HOURS PER WEEK DURING NON TRADING HOURS (6) KIRTLAND CITY HALL; WILLOUGHBY, OH; ADVSIORY; MUNICIPALITY ZONING MEMBER; OVERSIGHT AND FUNCTIONAL PROCESS GUIDE; NO COMPENSATION; 0 HOURS DURING TRADING HOURS (7) JL THOMAS, INC.; CLEVELAND, OH; INSURANCE BGA; WWW.JLTHOMASCO.COM; AGENT SELLING BGA FOR INSURANCE PRODUCTS; COMPENSATION IN THE FORM OF COMMISSIONS; 2-3 HOURS PER WEEK DURING NORMAL TRADING HOURS (8) HIS CHILDREN; WILLOUGHBY, OH; 501C NON-PROFIT; AIDES AND FACILITATES THE NEEDS OF TRANSITION ORPHANS; WWW.SUSHIJOS.ORG; BOARD SECRETARY, ADVISORY BOARD AND FUNDRAISING; NO COMPENSATION; 3-5 HOURS PER WEEK DURING NORMAL TRADING HOURS (9) THE WAY INVESTMENT ADVISORS, LLC; INDEPENDENCE, OH; INVESTMENT RELATED; DBA MARKETING NAME FOR BUSINESS CONDUCTED THROUGH BD; WWW.PLANTHEWAY.COM; MANAGING PARTNER, BOOKKEEPING, BOARD DIRECTION AND CHAIR; NO COMPENSATION; MAINTAIN 60% OWNERSHIP OF LLC; 0 HOURS DURING TRADING HOURS (10) SAVANT TECHNOLOGIES; KIRTLAND, OH; TECHNOLOGY CONSULTING; OUTSOURCE IT NEEDS; MEMBER AND PRESIDENT; COMPENSATION IN THE FORM OF COMMISSIONS; 1/3 OWNER; 2-3 HOURS PER WEEK DURING NON TRADING HOURS (11) FACTS CONSULTING, LLC; KIRTLAND, OH; BUSINESS TO BUSINESS STRATEGIC CONSULTING; CONSULTING ON BUSINESS STRATEGY AND DEVELOPMENT; PRESIDENT; COMPENSATION IS NEGOTIATED FEE FOR SERVICES; OWNER OF ENTITY; 2-5 HOURS PER WEEK DURING NORMAL TRADING HOURS (12) THE WAY COASTAL DEVELOPMENT SOLUTION, LLC; SANTA ROSA BEACH, FL; HOLDING COMPANY FOR COMMERCIAL TRANSACTION/REAL ESTATE WHOLESALING; MANAGER PARTNER; FEE BASED; 5-10 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS (13) THETAXGHOST.COM; WILLOUGHBY, OH; MARKETING LEADS GENERATION; THETAXGHOST.COM; ADVISE ON SETUP, INDUSTRY STANDARDS AND NEEDS, AND MEMBER; 0+ HOURS PER WEEK DURING NON-TRADING HOURS (14) SOUTHERN SKY AVIATION; START 11/2023; BIRMINGHAM, AL; CHARTER AIR OPERATIONS; SOUTHERNSKYAVIATION.COM; SYNDICATE OF CHARTER OPERATION - OUTSIDE CONSULTANT; FEES; 5-10 HOURS PER WEEK SOME DURING NORMAL TRADING HOURS (15) FILLY'S AND STUDS, LLC; WILLOUGHBY, OH; NOT INVESTMENT RELATED; START: 3/2024; LOUNGE IN EVENT CENTER; MANAGING PARTNER; EVENT RENTAL INCOME; 2-3 HOURS PER WEEK DURING NON-TRADING HOURS. (16) THE WAY ALTERNATIVE INVESTMENT SOLUTIONS GROUP, LLC; DBA; START: 10/2024; 37903 EUCLID AVE WILLOUGHBY, OH 44094; DBA FOR REALTA WEALTH ALTERNATIVE INVESTMENT BROKER AS IAR; WWW.THEWAY-AISG.COM; MANGING PARTNER/PRESIDENT; COMMISSION PAYABLE THROUGH REALTA WEALTH; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (17) MADISON CAPITAL GROUP; START: 8/2025; INVESTMENT RELATED; WWW.MADISONCAPITALGROUP.COM; SALE OF MCG PRIVATE BOND LLC; COMMISSIONS; 10 HOURS PER MONTH NONE DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Russell Boyd III'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
December 14, 2021 - Present
REALTA INVESTMENT ADVISORS, INC
Office #1: The Charlon Abbott 37903 Euclid Avenue, Willoughby, OH 44094RIA
CRD#: 134952
WILLOUGHBY, OH
Current
December 14, 2021 - Present
REALTA EQUITIES, INC.
Office #1: The Charlton Abbott 37903 Euclid Avenue, Willoughby, OH 44094BD
CRD#: 23769
Willoughby, OH
Past
April 15, 2010 - December 16, 2021
TRIAD ADVISORS LLC
RIA
CRD#: 25803
INDEPENDENCE, OH
Past
April 9, 2010 - December 16, 2021
TRIAD ADVISORS LLC
BD
CRD#: 25803
INDEPENDENCE, OH
Past
May 6, 2008 - April 12, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MENTOR, OH
Past
May 5, 2008 - April 12, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MENTOR, OH
Past
April 2, 2007 - May 8, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
CLEVELAND, OH
Past
April 2, 2007 - May 8, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
CLEVELAND, OH
Past
February 21, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
CLEVELAND, OH
Past
February 17, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
CLEVELAND, OH
Past
July 28, 2000 - February 24, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MENTOR, OH
Past
June 26, 2000 - February 24, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MENTOR, OH
Past
August 5, 1991 - October 7, 1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
Past
August 5, 1991 - October 7, 1992
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
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".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)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.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
Alabama(12/14/2021)
RR
California(12/14/2021)
RR
Colorado(12/14/2021)
RR
Florida(12/14/2021)
RR
Illinois(12/16/2021)
RR
Kentucky(11/7/2023)
RR
Maryland(12/14/2021)
RR
Mississippi(11/6/2023)
RR
Nevada(12/14/2021)
RR
New Jersey(12/14/2021)
RR
New York(12/14/2021)
RR
Ohio(12/14/2021)
IAR
Ohio(12/14/2021)
RR
Pennsylvania(12/14/2021)
RR
South Dakota(12/14/2021)
RR
Tennessee(4/5/2024)
RR
Texas(12/14/2021)
RR
Virginia(12/14/2021)
RR
Washington(12/14/2021)
RR
Wisconsin(12/14/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 343,465,487 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
