Bruce S. Boyle

COMPASS FINANCIAL ADVISORY SERVICES

Ormond Beach, FL 32174

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CRD#: 2728694

Professional summary

Bruce Steven Boyle, who also goes by Bruce Steven Boyle, is a registered financial advisor currently at COMPASS FINANCIAL ADVISORY SERVICES, LLC located in Ormond Beach, Florida.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Bruce has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Steven 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Steven 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

October 20, 2022 - Present

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Office #1: 880 Airport Road, Suite 112a, Ormond Beach, FL 32174

RIA

CRD#: 316843

Ormond Beach, FL

Past

March 30, 1999 - July 10, 2002

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

BOCA RATON, FL

Past

June 5, 1996 - April 8, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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".

COMPASS FINANCIAL ADVISORY SERVICES, LLC

COMPASS FINANCIAL ADVISORY GROUP | COMPASS FINANCIAL ADVISORY SERVICES, LLC | COMPASS FINANCIAL ADVISORY GROUP, LLC

CRD#: 316843 / SEC#: 801-123037

RIA

Registered Investment Advisory firm - (1/13/2022 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.

Highlighted states indicate IAR registrations

IAR

Florida
(10/20/2022)

IAR

Texas
(12/14/2023)

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 65

Date: 10/3/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/5/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/4/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPASS FINANCIAL ADVISORY SERVICES, LLC

COMPASS FINANCIAL ADVISORY GROUP | COMPASS FINANCIAL ADVISORY SERVICES, LLC | COMPASS FINANCIAL ADVISORY GROUP, LLC

CRD#: 316843 / SEC#: 801-123037

RIA

Registered Investment Advisory firm - (1/13/2022 Approved)

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Contact information

Main Address

880 Airport Road, Suite 112a, Ormond Beach, FL 32174

Mailing Address

Phone number

(386) 673-5191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMPASS FINANCIAL ADVISORY GROUP - DISCLOSURE BROCHURE (2/17/2026)

Regulatory assets under management

Total Number of Accounts	1,031
AUM (Assets Under Management)	$ 527,155,793

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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Bruce S. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Steven Boyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS FINANCIAL ADVISORY SERVICES, LLC

SUMMIT BROKERAGE SERVICES, INC.

WMA SECURITIES, INC.

Primary Firm SEC Registration

COMPASS FINANCIAL ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2022

Series 63

Date: 9/5/1996

Series 6

Date: 6/4/1996

Current Firm

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPASS FINANCIAL ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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