Brady C. Boyd

CORONADO INVESTMENT ADVISORS

Carlsbad, CA 92009

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CRD#: 5141387

Professional summary

Brady Charles Boyd, CFP® is a registered financial advisor currently at CORONADO INVESTMENT ADVISORS, LLC located in Carlsbad, California.

Brady is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brady has worked at 5 firms and has passed the Series 66 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.

OBA #1 - Rental Real Estate Entity Name: ABCD Properties LLC Address: 5300 Wisteria Drive, Oklahoma City, OK 73142 Position/Title: Member Nature of Business: Rental real estate ownership Description of Duties: Passive ownership interest only. No active involvement in operations or management. Start Date - End Date: 01/2017 - Present Hours per Month: 0 Investment-Related: No (passive income only; activity is unrelated to securities or investment advisory services) OBA #2 - Kidokinetics San Diego Franchise Entity Name: SD Youth Sports LLC Address: 2794 Gateway Road, Carlsbad, CA 92009 Position/Title: Managing Member Nature of Business: Youth sports and recreation programs (Kidokinetics franchise) Description of Duties: Provide oversight of business operations, staff, and programming. Responsible for scheduling, marketing, and financial management of youth sports programs. Start Date - End Date: 03/10/2023 - Present Hours per Month: ~20 Investment-Related: No (activity is unrelated to securities or investment advisory services)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brady Charles Boyd'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^®

Certified Financial Planner

Start date: 2011

Experience

Current

March 30, 2016 - Present

CORONADO INVESTMENT ADVISORS, LLC

Office #1: 2794 Gateway Road #115, Carlsbad, CA 92009

RIA

CRD#: 283420

Carlsbad, CA

Past

May 27, 2015 - March 17, 2016

FINANCIAL GUIDANCE GROUP, INC.

RIA

CRD#: 108799

CORONADO, CA

Past

May 16, 2012 - March 19, 2014

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

SAN DIEGO, CA

Past

May 16, 2012 - March 19, 2014

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

SAN DIEGO, CA

Past

September 3, 2010 - May 17, 2012

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

INDIANAPOLIS, IN

Past

September 3, 2010 - May 17, 2012

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

August 8, 2006 - July 30, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SEQUIM, WA

Past

July 4, 2006 - July 30, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SEQUIM, WA

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
(4/27/2016)

IAR

Florida
(5/17/2016)

IAR

New Mexico
(3/30/2016)

IAR

Oklahoma
(5/9/2016)

IAR

Texas
(4/15/2016)

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: 8/7/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/3/2006

General Securities Representative Examination

Current Firm

CORONADO INVESTMENT ADVISORS, LLC

CRD#: 283420 / SEC#:

California

Registered Investment Advisory firm - (4/27/2016 Approved)

Florida

Registered Investment Advisory firm - (5/17/2016 Approved)

New Mexico

Registered Investment Advisory firm - (3/29/2016 Approved)

Oklahoma

Registered Investment Advisory firm - (5/6/2016 Approved)

Texas

Registered Investment Advisory firm - (4/15/2016 Conditional Restricted)

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Contact information

Main Address

2794 Gateway Road #115, Carlsbad, CA 92009

Mailing Address

Phone number

(619) 568-6840

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 28,299,823

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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Brady C. Boyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brady Charles Boyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORONADO INVESTMENT ADVISORS, LLC

FINANCIAL GUIDANCE GROUP, INC.

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2006

Series 7

Date: 7/3/2006

Current Firm

CORONADO INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORONADO INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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