Madeleine F. Boyle

OCM INVESTMENTS

New York, NY 10019

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CRD#: 6348359

Professional summary

Madeleine Fay Boyle, who also goes by Maddie Fay Boyle, Madeleine Boyle, is a registered financial professional currently at OCM INVESTMENTS, LLC located in New York, New York.

Madeleine is registered as a RR (Registered Representative) and started their career in finance in 2015. Madeleine has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Maddie Fay Boyle | Madeleine 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Madeleine Fay 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®

None

Experience

Current

November 8, 2023 - Present

OCM INVESTMENTS, LLC

Office #1: 1301 Avenue Of The Americas 34th Floor, New York, NY 10019

CRD#: 128803

New York, NY

Past

February 7, 2022 - November 6, 2023

BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC

CRD#: 313390

New York, NY

Past

October 6, 2020 - November 24, 2021

OCM INVESTMENTS, LLC

CRD#: 128803

NEW YORK, NY

Past

August 25, 2015 - June 8, 2018

CION SECURITIES, LLC

CRD#: 15487

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(11/20/2023)

Alaska
(12/1/2023)

Arizona
(11/21/2023)

Arkansas
(11/22/2023)

California
(11/8/2023)

Colorado
(11/20/2023)

Connecticut
(11/8/2023)

Delaware
(11/27/2023)

District of Columbia
(12/7/2023)

Florida
(11/20/2023)

Georgia
(11/29/2023)

Hawaii
(11/28/2023)

Idaho
(11/17/2023)

Illinois
(4/15/2024)

Indiana
(11/27/2023)

Iowa
(11/13/2023)

Kansas
(11/20/2023)

Kentucky
(11/28/2023)

Louisiana
(11/21/2023)

Maine
(11/9/2023)

Maryland
(11/20/2023)

Massachusetts
(11/8/2023)

Michigan
(11/20/2023)

Minnesota
(11/20/2023)

Mississippi
(11/20/2023)

Missouri
(11/8/2023)

Montana
(11/21/2023)

Nebraska
(11/8/2023)

Nevada
(11/27/2023)

New Hampshire
(11/20/2023)

New Jersey
(11/20/2023)

New Mexico
(11/20/2023)

New York
(11/19/2023)

North Carolina
(11/8/2023)

North Dakota
(11/20/2023)

Ohio
(11/20/2023)

Oklahoma
(11/20/2023)

Oregon
(11/8/2023)

Pennsylvania
(11/9/2023)

Puerto Rico
(11/27/2023)

Rhode Island
(11/9/2023)

South Carolina
(11/21/2023)

South Dakota
(11/21/2023)

Tennessee
(11/20/2023)

Texas
(11/9/2023)

Utah
(11/9/2023)

Vermont
(11/20/2023)

Virginia
(11/20/2023)

Washington
(11/20/2023)

West Virginia
(11/20/2023)

Wisconsin
(11/9/2023)

Wyoming
(11/20/2023)

Exams

State Security Law Exam

Series 63

Date: 12/12/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OCM INVESTMENTS, LLC

CRD#: 128803 / SEC#: , 8-66176

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

333 South Grand Avenue (28th Floor), Los Angeles, CA 90071

Mailing Address

333 South Grand Avenue (28th Floor), Los Angeles, CA 90071

Phone number

(213) 830-6300

Established

Delaware since 08/04/2003

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
OAKTREE CAPITAL MANAGEMENT, L.P.	MANAGING MEMBER	106793
EDWARDS, JOHN BREWER	FINOP/CFO	4714451
TOOMEY, MICHAEL PATRICK	CCO	4482914
TREFZ, MICHAEL CONSTANTINE	CHIEF EXECUTIVE OFFICER	3144335

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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Madeleine F. Boyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

OCM INVESTMENTS, LLC

BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC

OCM INVESTMENTS, LLC

CION SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/12/2020

SIE

Date: 6/8/2018

Series 7

Date: 8/25/2015

FINRA

Current Firm

OCM INVESTMENTS, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

OCM INVESTMENTS, LLC

TRUST BUT VERIFY

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