Michael P. Boyko

ATA MANAGEMENT STRATEGIES

Whitehall, PA 18052

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CRD#: 2192474

Professional summary

Michael Peter Boyko is a registered financial advisor currently at ATA MANAGEMENT STRATEGIES INC located in Whitehall, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 8 firms and has passed the Series 66, Series 63, SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Boyko'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®

None

Experience

Current

July 20, 2018 - Present

ATA MANAGEMENT STRATEGIES INC

Office #1: 1044 Third Street, Whitehall, PA 18052

RIA

CRD#: 118829

Whitehall, PA

Past

April 2, 2012 - August 31, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

FOGELSVILLE, PA

Past

April 2, 2012 - August 31, 2016

LPL FINANCIAL LLC

CRD#: 6413

FOGELSVILLE, PA

Past

May 2, 2006 - March 19, 2012

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

FORKS TOWNSHIP, PA

Past

May 1, 2006 - March 19, 2012

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

FORKS TOWNSHIP, PA

Past

February 25, 2005 - April 4, 2006

IFMG SECURITIES, INC.

RIA

CRD#: 14416

POTTSTOWN, PA

Past

February 24, 2005 - April 4, 2006

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

December 17, 2003 - October 14, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 11, 2002 - December 15, 2003

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HELLERTOWN, PA

Past

December 3, 2001 - December 15, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

August 24, 2000 - March 9, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 27, 1992 - December 7, 1994

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

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

Pennsylvania
(7/20/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/5/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/8/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2000

General Securities Representative Examination

Current Firm

ATA MANAGEMENT STRATEGIES INC

CRD#: 118829 / SEC#: 801-69246

New Jersey

Registered Investment Advisory firm - (4/9/2014 Cancelled)

Pennsylvania

Registered Investment Advisory firm - (6/25/2002 Approved)

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Contact information

Main Address

1044 Third Street, Whitehall, PA 18052

Mailing Address

Phone number

(610) 433-9009

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	587
AUM (Assets Under Management)	$ 109,825,517

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.

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Advisor Monitoring

Firm Stability Insights

Michael P. Boyko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Boyko's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

IFMG SECURITIES, INC.

IFMG SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

KIDDER, PEABODY & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2000

Series 63

Date: 7/8/1992

SIE

Date: 8/31/2016

Series 7

Date: 8/23/2000

Current Firm

ATA MANAGEMENT STRATEGIES INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATA MANAGEMENT STRATEGIES INC

TRUST BUT VERIFY

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