John D. Boyle

TRUIST ADVISORY SERVICES

AUSTIN, TX 78738

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CRD#: 3167602

Professional summary

John D Boyle, who also goes by John David Boyle, John Boyle, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Austin, Texas and TRUIST INVESTMENT SERVICES, INC. located in Austin, Texas.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. John has worked at 13 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 3, Series 31, Series 7, Series 9, Series 10, Series 4, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John David Boyle | John 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 John D 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

November 26, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 12301 Bee Cave Pkwy, Austin, TX 78738

RIA

CRD#: 283390

AUSTIN, TX

Current

November 26, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 12301 Bee Cave Pkwy, Austin, TX 78738

CRD#: 17499

Austin, TX

Past

April 7, 2025 - November 28, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Austin, TX

Past

April 7, 2025 - November 28, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Austin, TX

Past

August 12, 2024 - April 29, 2025

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

HOUSTON, TX

Past

August 12, 2024 - April 29, 2025

HILLTOP SECURITIES INC.

CRD#: 6220

HOUSTON, TX

Past

June 2, 2023 - June 14, 2024

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

RIA

CRD#: 298422

DALLAS, TX

Past

June 2, 2023 - June 14, 2024

TCBI SECURITIES, INC.

CRD#: 313304

DALLAS, TX

Past

January 3, 2011 - May 23, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN ANTONIO, TX

Past

January 3, 2011 - May 23, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAN ANTONIO, TX

Past

December 7, 2009 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

ALBUQUERQUE, NM

Past

December 7, 2009 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

ALBUQUERQUE, NM

Past

April 24, 2008 - December 10, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HOUSTON, TX

Past

April 23, 2008 - December 10, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

HOUSTON, TX

Past

December 19, 2007 - March 19, 2008

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

HURST, TX

Past

December 19, 2007 - March 19, 2008

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

HURST, TX

Past

May 29, 2007 - December 10, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

IRVING, TX

Past

May 29, 2007 - December 10, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

IRVING, TX

Past

June 9, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

IRVING, TX

Past

June 7, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

IRVING, TX

Past

October 7, 2002 - June 13, 2005

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

ABILENE, TX

Past

October 4, 2002 - June 13, 2005

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

February 17, 1999 - October 7, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 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.

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

Alabama
(12/4/2025)

Alaska
(12/4/2025)

Arizona
(12/4/2025)

Arkansas
(12/4/2025)

California
(12/4/2025)

Colorado
(12/4/2025)

Connecticut
(12/4/2025)

Delaware
(12/4/2025)

District of Columbia
(12/4/2025)

Florida
(12/4/2025)

Georgia
(12/4/2025)

Hawaii
(12/4/2025)

Idaho
(12/4/2025)

Illinois
(12/4/2025)

Indiana
(12/4/2025)

Iowa
(12/4/2025)

Kansas
(12/4/2025)

Kentucky
(12/4/2025)

Louisiana
(12/4/2025)

Maine
(12/4/2025)

Maryland
(12/4/2025)

Massachusetts
(12/4/2025)

Michigan
(12/4/2025)

Minnesota
(12/4/2025)

Mississippi
(12/4/2025)

Missouri
(12/4/2025)

Montana
(12/4/2025)

Nebraska
(12/4/2025)

Nevada
(12/4/2025)

New Hampshire
(12/4/2025)

New Jersey
(12/4/2025)

New Mexico
(12/4/2025)

New York
(12/4/2025)

North Carolina
(12/4/2025)

North Dakota
(12/4/2025)

Ohio
(12/4/2025)

Oklahoma
(12/4/2025)

Oregon
(12/4/2025)

Pennsylvania
(12/4/2025)

Puerto Rico
(12/4/2025)

Rhode Island
(12/4/2025)

South Carolina
(12/4/2025)

South Dakota
(12/4/2025)

Tennessee
(12/4/2025)

Texas
(11/26/2025)

IAR

Texas
(11/26/2025)

Utah
(12/4/2025)

Vermont
(12/4/2025)

Virgin Islands
(12/4/2025)

Virginia
(12/4/2025)

Washington
(12/4/2025)

West Virginia
(12/4/2025)

Wisconsin
(12/4/2025)

Wyoming
(12/4/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/29/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/18/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 6/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/12/2009

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 12/17/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/15/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 4

Date: 8/22/2006

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 8/11/2006

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/3/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

John D. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John D Boyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

TCBI SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

EDWARD JONES

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/2005

Series 63

Date: 2/18/1999

Series 52TO

Date: 6/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 3/12/2009

Series 31

Date: 12/17/2008

Series 7

Date: 2/15/1999

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 4

Date: 8/22/2006

Series 53

Date: 8/11/2006

Series 24

Date: 1/3/2006

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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