Andrew S. Boyd
Professional summary
Andrew Simpson Boyd is a registered financial advisor currently at GIBRALTAR CAPITAL MANAGEMENT, INC. located in Tulsa, Oklahoma.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Simpson Boyd's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 22, 2011 - Present
GIBRALTAR CAPITAL MANAGEMENT, INC.
Office #1: 7304 S. Yale Avenue, Tulsa, OK 74136Primary Firm SEC Registration
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD#: 122328 / SEC#: 801-66289
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/22/2011)
Current Firm
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD#: 122328 / SEC#: 801-66289
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 402 |
| AUM (Assets Under Management) | $ 840,552,907 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2024 | ||
| 01/05/2024 | ||
| 02/23/2023 |
Red Flags
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Company Information
GIBRALTAR CAPITAL MANAGEMENT, INC.
CRD#: 122328Tulsa, OK 74136TRUST BUT VERIFY
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