Devon S. Nolan

BOYD CAPITAL

Rochester, NY 14614

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CRD#: 5211133

Professional summary

Devon Sean Nolan, who also goes by Devon Nolan, is a registered financial advisor currently at BOYD CAPITAL located in Rochester, New York.

Devon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Devon has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Devon Nolan

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. 10/09/2023 - KAFL Insurance Resources - Investment Related - 800 Linden Ave, Rochester, NY 14625 - Non-Variable Insurance - Started 10/09/2023 - 20 Hours Per Month/1 Hours During Securities Trading - Life, Disability, Long Term Care, Fixed Annuities. 2. 3/12/2021 - No Business Name - Investment Related - Kent, NY 14477 - Real Estate Rental - Start Date: 3/26/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Airbnb occasionally when not using seasonal cottage.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devon Sean Nolan'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

October 23, 2023 - Present

BOYD CAPITAL

Office #1: 30 W. Broad, Rochester, NY 14614

RIA

CRD#: 312070

Rochester, NY

Past

August 11, 2010 - October 26, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

ROCHESTER, NY

Past

July 27, 2010 - October 6, 2023

ESL INVESTMENT SERVICES, LLC

CRD#: 139176

Rochester, NY

Past

July 26, 2010 - October 26, 2023

LPL FINANCIAL LLC

CRD#: 6413

ROCHESTER, NY

Past

September 6, 2007 - July 16, 2010

EDWARD JONES

RIA

CRD#: 250

ROCHESTER, NY

Past

October 17, 2006 - July 16, 2010

EDWARD JONES

CRD#: 250

ROCHESTER, NY

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".

BOYD CAPITAL

BOYD CAPITAL | BOYD CAPITAL MANAGEMENT LLC

CRD#: 312070 / SEC#: 801-120330

RIA

Registered Investment Advisory firm - (2/12/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/4/2021 Terminated)

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).

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

New York
(10/23/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2006

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: 10/16/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/27/2012

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BOYD CAPITAL

BOYD CAPITAL | BOYD CAPITAL MANAGEMENT LLC

CRD#: 312070 / SEC#: 801-120330

RIA

Registered Investment Advisory firm - (2/12/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/4/2021 Terminated)

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Contact information

Main Address

30 W. Broad, Rochester, NY 14614

Mailing Address

Phone number

(585) 269-8511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BCM WRAP FEE BROCHURE (7/23/2024)

ADV PART 2A- BOYD CAPITAL MANAGEMENT LLC (7/23/2024)

Regulatory assets under management

Total Number of Accounts	643
AUM (Assets Under Management)	$ 124,496,187

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

Devon S. Nolan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devon Sean Nolan's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

ESL INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

BOYD CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2006

Series 26

Date: 4/27/2012

Current Firm

BOYD CAPITAL

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYD CAPITAL

TRUST BUT VERIFY

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