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JB

James P. Boylan

SEABROOK PARTNERS
Doral, FL 33166
Some features on this profile are disabled
CRD#: 2524927
JB

Professional summary

James Patrick Boylan, who also goes by Jim Patrick Boylan, Jim Boylan, Boylan, James P Boylan, is a registered financial professional currently at SEABROOK PARTNERS LLC located in Doral, Florida.

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

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jim Patrick Boylan | Jim Boylan | Boylan | James P Boylan

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 James Patrick Boylan'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

April 3, 2026 - Present

SEABROOK PARTNERS LLC

Office #1: 8200 Nw 41st Street Suite 200, Doral, FL 33166
BD
CRD#: 156581
Doral, FL
Past

August 7, 2009 - May 11, 2021

LEERINK PARTNERS LLC

BD
CRD#: 39011
NEW YORK, NY
Past

January 26, 2004 - August 5, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 9, 2003 - November 25, 2003

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

June 5, 1997 - April 28, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 23, 1995 - April 9, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 7, 1995 - May 20, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 22, 1994 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

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: 7/17/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/30/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/30/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SP
SEABROOK PARTNERS LLC
SEABROOK PARTNERS LLC

CRD#: 156581 / SEC#: , 8-68807

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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Contact information

Main Address
8200 Nw 41st Street Suite 200, Doral, FL 33166
Mailing Address
8200 Nw 41st Street Suite 200, Doral, FL 33166
Phone number
(301) 785-3420
Established
Maryland since 12/20/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
KEANE, BRIAN WALTERMANAGING DIRECTOR, FINOP, CEO, CCO1382496

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

SEABROOK PARTNERS LLC

CRD#: 156581Doral, FL 33166

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