TB
Troy G. Boyle
CETERA INVESTMENT ADVISERS LLC
BROOKLYN PARK, MN 55428
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CRD#: 2367153
TB
Professional summary
Troy Gilbert Boyle, who also goes by Troy Boyle, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Brooklyn Park, Minnesota and CETERA WEALTH SERVICES, LLC located in Brooklyn Park, Minnesota.
Troy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Troy has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Troy 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.
NAME OF ENTITY:Financial Resource Group; Yes; 7100 NORTHLAND CIRCLE N STE 408; BROOKLYN PARK; MN; 55428; DBA; OWNER; 1/1/1996; 160; 160; DBA FOR MARKETING.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 7100 NORTHLAND CIRCLE N STE 408; BROOKLYN PARK; MN; 55428; Fixed insurance sales; Independent insurance agent; 5/27/2009; 160; 160; Sales of fixed insurance products.|NAME OF ENTITY:Hopkins Girls Basketball Booster Club; No; 2400 Lindbergh Drive; Minnetonka; MN; 55305; Girls Basketball Program; President; 11/2/2020; 6; 0; Helping aid the Hopkins Girls Basketball program with obtaining courts and facilities. Emailing/distributing announcements regarding upcoming meetings and/or special events.|
CRS (Client Relationship Summary) - RIA
Click below to view Troy Gilbert Boyle'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7100 Northland Circle Ste 408, Brooklyn Park, MN 55428RIA
CRD#: 105644
BROOKLYN PARK, MN
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 7100 Northland Cir Suite 408, Brooklyn Park, MN 55428Office #2: 7100 Northland Circle Ste 408, Brooklyn Park, MN 55428BD
CRD#: 13572
BROOKLYN PARK, MN
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
January 30, 2014 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
BROOKLYN PARK, MN
Past
November 1, 1996 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
BROOKLYN PARK, MN
Past
December 13, 1995 - November 18, 1996
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
CEDAR RAPIDS, IA
Past
April 18, 1995 - December 13, 1995
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
May 19, 1994 - May 3, 1995
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
April 20, 1994 - May 24, 1994
ARM SECURITIES CORPORATION
BD
CRD#: 932
MINOT, ND
Past
July 20, 1993 - April 19, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Arizona(6/9/2021)
RR
Arkansas(6/9/2021)
RR
California(6/9/2021)
RR
Colorado(6/9/2021)
RR
Florida(6/10/2021)
RR
Georgia(6/9/2021)
RR
Iowa(6/9/2021)
RR
Michigan(6/9/2021)
RR
Minnesota(6/9/2021)
IAR
Minnesota(6/29/2023)
RR
North Carolina(6/9/2021)
RR
North Dakota(8/3/2023)
RR
Ohio(6/9/2021)
RR
Texas(6/9/2021)
IAR
Texas(6/29/2023)
RR
Washington(6/9/2021)
RR
Wisconsin(6/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
