Thomas F. Boyle

DAVINCI CAPITAL MANAGEMENT

Cambridge, MA 02141

Some features on this profile are disabled

CRD#: 4967876

Professional summary

Thomas Francis Boyle is a registered financial advisor currently at DAVINCI CAPITAL MANAGEMENT, INC. located in Cambridge, Massachusetts.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Thomas has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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. Comprehensive Insurance Providers, 799 Cambridge Street, Cambridge, MA 02141. Business Type: Fixed Insurance, Non-Securities Related. Approx. 10 hours/week during trading hours. Start: April 2013 - present. 2. Rental Property in Dorchester, MA; Investment Related; Since 12/2024; Owner; Devote no time to this activity.

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Francis Boyle's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Thomas Francis 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

June 28, 2024 - Present

DAVINCI CAPITAL MANAGEMENT, INC.

Office #1: 801 Cambridge Street, Cambridge, MA 02141Office #2: 801 Cambridge Street, Cambridge, MA 02141

RIA

CRD#: 46897

Cambridge, MA

Current

May 13, 2013 - Present

DAVINCI CAPITAL MANAGEMENT, INC.

Office #1: 801 Cambridge St., Cambridge, MA 02141Office #2: 801 Cambridge Street, Cambridge, MA 02141

RIA

CRD#: 46897

Cambridge, MA

Past

February 8, 2008 - April 8, 2013

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

QUINCY, MA

Past

November 2, 2005 - December 21, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

QUINCY, MA

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

Connecticut
(5/26/2022)

Massachusetts
(5/13/2013)

IAR

Massachusetts
(6/28/2024)

New Hampshire
(1/4/2017)

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: 6/6/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/2005

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: 11/1/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/22/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

DAVINCI CAPITAL MANAGEMENT, INC.

DAVINCI CAPITAL MANAGEMENT INC. | DAVINCI CAPITAL MANAGEMENT, INC.

CRD#: 46897 / SEC#: 801-56514, 8-51580

RIA

Registered Investment Advisory firm - SEC (1/30/2009 Terminated)

Connecticut

Registered Investment Advisory firm - SEC (11/21/2017 Terminated)

Maine

Registered Investment Advisory firm - SEC (11/12/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - SEC (12/8/2008 Approved)

New Hampshire

Registered Investment Advisory firm - SEC (6/10/2009 Approved)

New Jersey

Registered Investment Advisory firm - SEC (12/17/2024 Terminated)

Rhode Island

Registered Investment Advisory firm - SEC (11/21/2017 Terminated)

Texas

Registered Investment Advisory firm - SEC (3/29/2024 Conditional Restricted)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Firm MonitoringMonitor not just your advisor but also their firm.

More Frequent AlertsGet updates every two weeks instead of monthly.

Contact information

Main Address

801 Cambridge St., Cambridge, MA 02141

Mailing Address

801 Cambridge St., Cambridge, MA 02141

Phone number

(617) 354-3222

Established

Delaware since 12/15/1998

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (12 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
AIRGEAD, LLC	HOLDING COMPANY
MCGOWAN, ROBERT FRANCIS	AML SUPERVISOR	1733686
MCSWEENEY, JAMES JOSEPH	PRESIDENT/BRANCH OFFICE SUPERVISOR/EX. REP.	1620191
SEMPRUCCI, GREGG PATRICK	MUNI PRINCIPAL/CCO	1854392
SERRA, CARL ANTHONY III	FINOP	3179039

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 40,216,551

Disclosures

Regulatory Event

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.

Similar Advisors

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Thomas F. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Francis Boyle's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Thomas Francis Boyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVINCI CAPITAL MANAGEMENT, INC.

FIRST ALLIED SECURITIES, INC.

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2006

Series 63

Date: 8/16/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/1/2005

Series 24

Date: 1/22/2009

FINRA

Current Firm

DAVINCI CAPITAL MANAGEMENT, INC.

Contact information

FINRA licenses (12 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

DAVINCI CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors

Blog Corner