PB
Peter A. Boyd
BOYD FINANCIAL STRATEGIES
Auburn, MA 01501
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CRD#: 5647772
PB
Professional summary
Peter Andrew Boyd, who also goes by Boyd Andrew Peter, is a registered financial advisor currently at BOYD FINANCIAL STRATEGIES, INC. located in Auburn, Massachusetts.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Peter has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Boyd Andrew Peter
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.
Peter A Boyd Not Investment Related 319A Southbridge St., Auburn, MA 01501 Insurance Sales and Service Sole Proprietor Fixed Rate Annuities Sales and Service and Life Insurance 1/2009 8hrs/month 2hrs/week Assisting clients of Boyd Financial Strategies, Inc. with the use of Fixed Rate Annuity products, Life Insurance and LTC Insurance Apogee Strong Central Massachusetts, LLC Not Investmernt Related 56 Sumner St, Auburn, MA 01501 Insurance Sales and Service Owner CEO Feb 2024 10hrs/month 0hrs/week Growth and Wellness Academy
CRS (Client Relationship Summary) - RIA
Click below to view Peter Andrew 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®
NoneExperience
Current
April 29, 2009 - Present
BOYD FINANCIAL STRATEGIES, INC.
Office #1: 319a Southbridge St Ste 201, Auburn, MA 01501RIA
CRD#: 107505
Auburn, MA
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".
BF
BOYD FINANCIAL STRATEGIES, INC.
BOYD FINANCIAL STRATEGIES, INC. | YOUR FINANCIAL COMPASS WITH JOHN AND ROSEMARIE BOYD | WWW.BOYDTALK.COM | WWW.BOYDSTRATEGY.COM | STRATEGIC INVESTMENT ADVISERS INC | BOYDTALK
CRD#: 107505 / SEC#: 801-125015
RIA
Registered Investment Advisory firm - (5/13/2022 Approved)Massachusetts
Registered Investment Advisory firm - (4/30/2022 Terminated)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
Massachusetts(4/29/2009)
Exams
Current Firm
BF
BOYD FINANCIAL STRATEGIES, INC.
BOYD FINANCIAL STRATEGIES, INC. | YOUR FINANCIAL COMPASS WITH JOHN AND ROSEMARIE BOYD | WWW.BOYDTALK.COM | WWW.BOYDSTRATEGY.COM | STRATEGIC INVESTMENT ADVISERS INC | BOYDTALK
CRD#: 107505 / SEC#: 801-125015
RIA
Registered Investment Advisory firm - (5/13/2022 Approved)Massachusetts
Registered Investment Advisory firm - (4/30/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
319a Southbridge St Ste 201, Auburn, MA 01501
Mailing Address
255 Park Avenue, Worcester, MA 01609
Phone number
(508) 754-3226
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 162 |
| AUM (Assets Under Management) | $ 120,955,237 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BOYD FINANCIAL STRATEGIES, INC.
CRD#: 107505Auburn, MA 01501TRUST BUT VERIFY
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