Matthew P. Boyle
EMPOWER ADVISORY GROUP
CONTOOCOOK, NH
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CRD#: 4156466
Professional summary
Matthew P Boyle, CFP®, who also goes by Matthew Peets Boyle, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Contoocook, New Hampshire and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Matthew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Peets 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.
1] NAME OF ENTITY:NH Children's Health Foundation; No; 49 MAIN ST; CONCORD; NH; 03110; NON-PROFIT ORGANIZATION; BOARD MEMBER; 8/1/2016; 2; 2; OVERSEE THE BUDGET,AUDIT AND INVESTMENT PERFORMANCE OF THE THIRD PARTY. 2-3 hours per month; 30 minutes per month during business hours. 2] NAME OF ENTITY:Hopkinton Soccer Club; No; PO Box 224; Contoocook; NH; 03229; The board organizes the town soccer club, for ages 7-20. This includes the training, practices, game (set up, coaching and breakdown), some field maintenance, organizing tryouts and collaboration with the state soccer programs.; Board Member/Coach; 8/31/2018; 5; 0; I am a USSF licensed coach for the 2009 Boys team, and a board member assisting with registrations of the different club teams in the NH Soccer Association leagues. All activities will be outside of business hours, on weekends and evening nights. Average 4 hours per month; 0 hours during business hours. 3] New Hampshire Soccer Referee Association / Referee. Providing referees for youth and club soccer. 5-10 hours per month; 0 hours during normal working hours. 4] Hopkinton Library Foundation / Board Member. Supporting the mission of the Hopkinton, NH town library. Reviewing the activities of the board and the grants for programs within the community. 2 hours per month; 0 hours during normal working hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew P Boyle'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®
CFP®
Start date: 2004
Experience
Current
July 10, 2020 - Present
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
CONTOOCOOK, NH
Current
July 10, 2020 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111BD
CRD#: 13109
Greenwood Village, CO
Past
June 4, 2018 - July 1, 2020
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
CONCORD, NH
Past
June 1, 2018 - July 1, 2020
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
CONCORD, NH
Past
June 13, 2017 - June 6, 2018
WADDELL & REED
RIA
CRD#: 866
WOBURN, MA
Past
June 13, 2017 - June 5, 2018
WADDELL & REED
BD
CRD#: 866
WOBURN, MA
Past
August 5, 2016 - June 16, 2017
PEOPLE'S SECURITIES, INC.
RIA
CRD#: 13704
MANCHESTER, NH
Past
August 5, 2016 - June 16, 2017
PEOPLE'S SECURITIES, INC.
BD
CRD#: 13704
MANCHESTER, NH
Past
March 25, 2008 - May 31, 2016
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
MANCHESTER, NH
Past
March 25, 2008 - May 31, 2016
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
MANCHESTER, NH
Past
November 19, 2004 - April 7, 2006
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
CONCORD, NH
Past
July 10, 2000 - November 15, 2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
BOSTON, MA
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".
EA
EMPOWER ADVISORY GROUP, LLC
ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
RIA
Registered Investment Advisory firm - (11/22/2000 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.RR
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
RR
Alabama(7/10/2020)
RR
Alaska(7/10/2020)
RR
Arizona(7/10/2020)
RR
Arkansas(7/10/2020)
RR
California(7/10/2020)
RR
Connecticut(7/10/2020)
RR
Delaware(7/10/2020)
RR
Georgia(7/10/2020)
RR
Hawaii(7/10/2020)
RR
Idaho(7/10/2020)
RR
Illinois(7/10/2020)
RR
Indiana(7/10/2020)
RR
Iowa(7/10/2020)
RR
Kansas(7/10/2020)
RR
Kentucky(7/10/2020)
RR
Maine(7/10/2020)
RR
Massachusetts(7/10/2020)
RR
Michigan(7/10/2020)
RR
Minnesota(7/10/2020)
RR
Mississippi(7/10/2020)
RR
Missouri(7/10/2020)
RR
Montana(7/13/2020)
RR
Nebraska(7/10/2020)
RR
Nevada(7/10/2020)
RR
New Hampshire(7/10/2020)
IAR
New Hampshire(7/10/2020)
RR
New Jersey(7/10/2020)
RR
New Mexico(7/10/2020)
RR
New York(7/10/2020)
RR
North Carolina(7/10/2020)
RR
North Dakota(7/10/2020)
RR
Oklahoma(7/10/2020)
RR
Oregon(7/10/2020)
RR
Pennsylvania(7/10/2020)
RR
Rhode Island(7/10/2020)
RR
South Carolina(7/10/2020)
RR
South Dakota(7/10/2020)
RR
Tennessee(7/10/2020)
RR
Texas(7/10/2020)
RR
Utah(7/10/2020)
RR
Vermont(7/10/2020)
RR
Virginia(7/10/2020)
RR
Washington(7/10/2020)
RR
West Virginia(7/10/2020)
RR
Wisconsin(7/10/2020)
RR
Wyoming(7/10/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EA
EMPOWER ADVISORY GROUP, LLC
ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
RIA
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Contact information
Main Address
8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
Mailing Address
Phone number
(866) 575-4977
Established
Firm type
Fiscal year end
# of Employees
822
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 11/21/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
