Brian A. Boyd

BOYD WEALTH MANAGEMENT

Sacramento, CA 95815

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CRD#: 3091368

Professional summary

Brian Adam Boyd, CFP®, ChFC®, who also goes by Brian A Boyd, is a registered financial advisor currently at BOYD WEALTH MANAGEMENT, LLC located in Sacramento, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brian has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian A Boyd

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.

Brian is a Partner in Boyd Insurance Services, LLC. Boyd Insurance Services, LLC may earn commissions from the sale of Non-Investment Insurance policies (Non-Variable Life, Disability, Health, Long-Term Care, Annuities). Less than 5 hours per month are devoted to insurance services. Boyd Insurance Services is located at 1375 Exposition Blvd, Suite 200, Sacramento, CA 95815. GLOBAL GREEN ENERGY SOLUTIONS; MINORITY OWNER; INVESTMENT RELATED: NO; 2603 FIREBRAND LANE, ROCKLIN, CA 95765; FERTILIZER MANUFACTURING AND DISTRIBUTION; PROVIDE ORGANIZATIONAL AND GOVERNANCE SUPPORT TO THE OWNERS OF THE CORPORATION; 2020-01-23; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Adam Boyd'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®

CFP^®

Certified Financial Planner

Start date: 2016

ChFC^®

Chartered Financial Consultant

Experience

Current

May 11, 2018 - Present

BOYD WEALTH MANAGEMENT, LLC

Office #1: 1375 Exposition Blvd, Suite 220, Sacramento, CA 95815

RIA

CRD#: 293990

Sacramento, CA

Past

August 30, 2007 - May 17, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Sacramento, CA

Past

February 3, 2007 - July 17, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Sacramento, CA

Past

August 5, 1998 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

August 5, 1998 - May 17, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Sacramento, CA

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".

BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990 / SEC#: 801-113198

RIA

Registered Investment Advisory firm - (5/11/2018 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

California
(5/11/2018)

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 66

Date: 1/22/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/5/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/8/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/3/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990 / SEC#: 801-113198

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

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Contact information

Main Address

1375 Exposition Blvd Suite 220, Sacramento, CA 95815

Mailing Address

Phone number

(916) 367-0532

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	452
AUM (Assets Under Management)	$ 345,018,336

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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Advisor Monitoring

Firm Stability Insights

Brian A. Boyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Adam Boyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

BOYD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2007

Series 63

Date: 8/5/1998

SIE

Date: 5/17/2018

Series 7

Date: 1/8/2007

Series 6

Date: 8/3/1998

Current Firm

BOYD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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