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JB

James Patrick Boylan

SEABROOK PARTNERS
Doral, FL
·CRD# 2524927·32 years experience

Professional Summary

James Patrick Boylan, who also goes by Jim Patrick Boylan, Jim Boylan, Boylan, James P Boylan, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jim Patrick Boylan, Jim Boylan, Boylan, James P Boylan

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Videos & Posts

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

32 years in the financial services industry

Current & Past Employments

SEABROOK PARTNERS LLC·CRD# 156581
BD
8200 Nw 41st Street Suite 200, Doral, FL 33166
April 3, 2026 - Present
LEERINK PARTNERS LLC·CRD# 39011
BD
New York, NY
August 7, 2009 - May 11, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
January 26, 2004 - August 5, 2009
UBS SECURITIES LLC·CRD# 7654
BD
New York, NY
May 9, 2003 - November 25, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
June 5, 1997 - April 28, 2003
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
May 23, 1995 - April 9, 1997
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
January 7, 1995 - May 20, 1995
KIDDER, PEABODY & CO. INCORPORATED·CRD# 7613
BD
New York, NY
August 22, 1994 - January 28, 1995

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Current Firm

SP
SEABROOK PARTNERS LLC

SEABROOK PARTNERS LLC

CRD#: 156581 / SEC#: 8-68807
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

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

Documents

Direct owners and executive officers

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

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2007About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Mar 2024About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1994About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2024About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view James Patrick Boylan's CRS (Customer Relationship Summary).

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