Timothy R. Boyle

RADIX WEALTH

SCOTTSDALE, AZ 85254

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CRD#: 4826178

Professional summary

Timothy Ryan Boyle is a registered financial advisor currently at RADIX WEALTH located in Scottsdale, Arizona.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Timothy has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) Boyle Group Insurance Services, LLC. Licensed insurance agency. Scottsdale and Seattle. Fixed insurance with various companies. Investment related. Mr. Boyle is personally licensed as an insurance producer. Managing Member and sole owner. Formed 05/2022. Approximately 20 hours per month on insurance activities, during and after market hours, and including administrative work to maintain the entity as well as sales activity. 2) The Boyle Group, LLC. Not investment related. Seattle, WA. Holding company - sole member of TBG Financial, LLC dba The Boyle Group Wealth Management, previously an RIA. Managing Member since 05/2015. Not an operating company - 1 hour per month on this company, 0 hours during market hours. File administrative paperwork for non-operating company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Ryan 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®

None

Experience

Current

October 27, 2023 - Present

RADIX WEALTH

Office #1: 16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254

RIA

CRD#: 328329

SCOTTSDALE, AZ

Past

November 23, 2015 - August 19, 2025

THE BOYLE GROUP WEALTH MANAGEMENT

RIA

CRD#: 6321

MINNEAPOLIS, MN

Past

November 2, 2004 - October 26, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VANCOUVER, WA

Past

July 23, 2004 - October 27, 2004

PHILLIPS & COMPANY

CRD#: 35800

PORTLAND, OR

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

Alaska
(9/29/2024)

IAR

Arizona
(10/27/2023)

IAR

Washington
(3/7/2024)

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: 6/4/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/30/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/2004

General Securities Representative Examination

Current Firm

RADIX WEALTH

RADIX WEALTH | RADIX WEALTH LLC

CRD#: 328329 / SEC#:

Alaska

Registered Investment Advisory firm - (12/5/2023 Approved)

Arizona

Registered Investment Advisory firm - (10/27/2023 Approved)

Washington

Registered Investment Advisory firm - (3/7/2024 Approved)

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Contact information

Main Address

16220 N Scottsdale Rd Suite 300, Scottsdale, AZ 85254

Mailing Address

Phone number

(602) 837-4014

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	234
AUM (Assets Under Management)	$ 61,979,682

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

Timothy R. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Ryan Boyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BOYLE GROUP WEALTH MANAGEMENT

CETERA ADVISORS LLC

CETERA ADVISORS LLC

WADDELL & REED

WADDELL & REED

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CAPITAL ONE ADVISORS, LLC

CAPITAL ONE INVESTING, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PHILLIPS & COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 6/4/2013

Series 63

Date: 7/30/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/22/2004

Current Firm

RADIX WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RADIX WEALTH

TRUST BUT VERIFY

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