Thomas B. Boyle

SNOWBRIDGE SECURITIES LLC

Palm Beach Gardens, FL 33410

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CRD#: 2395958

Professional summary

Thomas Bartlett Boyle is a registered financial professional currently at SNOWBRIDGE SECURITIES LLC located in Palm Beach Gardens, Florida.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 1994. Thomas has worked at 10 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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 Thomas Bartlett 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

September 18, 2019 - Present

SNOWBRIDGE SECURITIES LLC

Office #1: 3801 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410

CRD#: 301996

Palm Beach Gardens, FL

Past

May 21, 2015 - July 23, 2015

YOUNG AMERICA CAPITAL, LLC

CRD#: 150443

MAMARONECK, NY

Past

September 18, 2014 - September 10, 2019

DC ADVISORY

CRD#: 129919

NEW YORK, NY

Past

January 31, 2014 - September 19, 2014

FIRST LIBERTIES FINANCIAL

CRD#: 14432

TAMPA, FL

Past

July 30, 2013 - December 18, 2013

CENTENIUM ADVISORS, LLC

CRD#: 135778

NEW YORK, NY

Past

March 22, 2010 - July 26, 2013

DIRECT ACCESS PARTNERS LLC

CRD#: 120950

NEW YORK, NY

Past

July 27, 2009 - March 18, 2010

CHANNEL CAPITAL GROUP LLC

CRD#: 118697

NEW YORK, NY

Past

November 16, 2005 - July 28, 2009

MAGNA

CRD#: 30935

NEW YORK, NY

Past

December 18, 1998 - August 18, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 30, 1994 - December 18, 1998

CITICORP SECURITIES, INC.

CRD#: 7474

NEW YORK, NY

State Registrations and Notice Filings

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

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

Connecticut
(7/13/2020)

Maryland
(8/3/2020)

Massachusetts
(12/15/2020)

New Hampshire
(8/17/2020)

New Jersey
(12/11/2019)

New York
(4/9/2020)

Pennsylvania
(1/2/2025)

Rhode Island
(8/18/2020)

Exams

State Security Law Exam

Series 63

Date: 1/5/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 1/9/2015

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 11/15/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/28/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SNOWBRIDGE SECURITIES LLC

ROUNDHOUSE SECURITIES LLC | SNOWBRIDGE SECURITIES LLC

CRD#: 301996 / SEC#: , 8-70363

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410

Mailing Address

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410

Phone number

(212) 433-3904

Established

Delaware since 08/25/2021

Firm type

Limited Liability Company

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (34 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
SNOWBRIDGE HOLDINGS LLC	OWNER
PRINCE, TRISHA ANNE	CCO	2941980
SCHROEDER, MARK JAMES	CEO	1969149
SIPINICK, KATHY EFREM	FINOP	3248100

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Thomas B. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Thomas Bartlett Boyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUNG AMERICA CAPITAL, LLC

DC ADVISORY

FIRST LIBERTIES FINANCIAL

CENTENIUM ADVISORS, LLC

DIRECT ACCESS PARTNERS LLC

CHANNEL CAPITAL GROUP LLC

MAGNA

CITIGROUP GLOBAL MARKETS INC.

CITICORP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/5/2006

SIE

Date: 10/1/2018

Series 79

Date: 1/9/2015

Series 7

Date: 11/15/2005

Series 24

Date: 1/28/2011

FINRA

Current Firm

SNOWBRIDGE SECURITIES LLC

Contact information

FINRA licenses (34 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

SNOWBRIDGE SECURITIES LLC

TRUST BUT VERIFY

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