Eric Boyle

OSAIC WEALTH | Wealth Manager

Allentown, PA 18104

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CRD#: 5209074

Professional summary

Eric Boyle, CFP®, who also goes by Eric Joseph Boyle, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Allentown, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Eric has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Financial planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Eric Joseph 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. CREST FINANCIAL GROUP POSITION: Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 1401 N Cedar Crest Blvd, Suite 107, Allentown PA 18104 DESCRIPTION: INSURANCE SALES, CREST FINANCIAL GROUP, NON-INVESTMENT-RELATED, INSURANCE AGENCY,NATIONAL INSURANCE MARKETS, INC, 915 SAXONBURG BLVD. SUITE 217 PITTSBURGH, PA 15223, AGENT, 12/01/2015, QUOTE AND SELL HEALTH INSURANCE, MEDICARE SUPPLEMENT INSURANCE, AND MEDICARE ADVANTAGE INSURANCE 2. CREST FINANCIAL GROUP POSITION: Statutory Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/22/2007 ADDRESS: 1401 N Cedar Crest Blvd, Suite 107, Allentown PA 18104, United States DESCRIPTION: Using Crest Financial Group as a "DBA". this is only used for name recognition in the community 3. CFG TAX SERVICE POSITION: Sole Proprietorship NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/15/2009 ADDRESS: 1401 N Cedar Crest Blvd, Suite 107, Allentown PA 18104, United States DESCRIPTION: Tax preparation for individuals and families 4. JAMES R. POTOKA POSITION: 1099 Employee NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2007 ADDRESS: 800 Township Line Road, Suite 125, Yardley PA 19067, United States DESCRIPTION: Registered Rep under James R. Potoka 5. PARKLAND EDUCATION FOUNDATION POSITION: Board Member NATURE: 501(c)(3) non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2025 ADDRESS: 1210 Springhouse Road, Allentown PA 18104, United States DESCRIPTION: Raise funds to enhance and supplement the educational, arts, athletic, and co-curricular programs within the Parkland School District, benefiting students and staff.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Eric 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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

November 3, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 1401 North Cedar Crest Boulevard Suite 107, Allentown, PA 18104

RIA

CRD#: 23131

Allentown, PA

Current

November 3, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 1401 North Cedar Crest Boulevard Suite 107, Allentown, PA 18104

RIA

CRD#: 23131

Allentown, PA

Past

March 13, 2007 - November 3, 2023

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

ALLENTOWN, PA

Past

February 16, 2007 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

ALLENTOWN, PA

Past

November 13, 2006 - February 14, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CENTER VALLEY, PA

Past

October 25, 2006 - February 14, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CENTER VALLEY, PA

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".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

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

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

Arizona
(11/3/2023)

California
(11/3/2023)

Colorado
(11/3/2023)

Delaware
(11/3/2023)

District of Columbia
(11/3/2023)

Florida
(11/3/2023)

IAR

Florida
(4/4/2024)

Georgia
(11/3/2023)

Indiana
(4/15/2024)

Kentucky
(11/3/2023)

Maine
(11/3/2023)

Maryland
(11/3/2023)

Massachusetts
(11/3/2023)

IAR

Massachusetts
(4/18/2024)

Michigan
(11/3/2023)

Nevada
(11/3/2023)

New Hampshire
(11/3/2023)

New Jersey
(11/3/2023)

New York
(11/3/2023)

North Carolina
(11/3/2023)

IAR

North Carolina
(4/3/2024)

Ohio
(11/3/2023)

Pennsylvania
(11/3/2023)

IAR

Pennsylvania
(11/3/2023)

Rhode Island
(11/3/2023)

South Carolina
(11/3/2023)

Texas
(11/3/2023)

IAR

Texas
(11/3/2023)

Vermont
(11/3/2023)

Virginia
(11/3/2023)

Washington
(11/3/2023)

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 66

Date: 11/10/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/24/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

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

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Eric Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/24/2006

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Contact information

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