BB
Brandon M. Boychuk
AA FINANCIAL ADVISORS
Columbus, OH 43215
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CRD#: 6530494
BB
Professional summary
Brandon Michael Boychuk, who also goes by Brandon Michael Boychuk, Brandon Boychuk, is a registered financial advisor currently at AA FINANCIAL ADVISORS, LLC located in Columbus, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Columbus, Ohio.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Brandon has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Michael Boychuk | Brandon Boychuk
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.
Business Name: Antolino & Associates Investment Related: Yes Address: 150 E Broad Street, Suite 100 Columbus OH 43215 Nature of Business: Registered Field Assistant Position, Title or Relationship: Wealth Management Associate Start Date: 2/24/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Support of other employees by account review, trading, client communication. Business Name: DETAILING POSITION: Owner NATURE: Auto Detailing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 2362 Clover Blossom Ct., Grove City OH 43123, United States DESCRIPTION: Duties involved are the detailing of vehicles, promotion of the business when applicable, working with companies if they would like to provide products in relation to detailing. Business Name: AA FINANCIAL ADVISORS POSITION: Advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 10 START DATE: 02/24/2020 ADDRESS: 150 E Broad Street, Suite 100, Columbus OH 43215, United States DESCRIPTION: Meeting with clients, implementing financial plans, reviewing accounts.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Michael Boychuk'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
September 28, 2021 - Present
AA FINANCIAL ADVISORS, LLC
Office #1: 150 E. Broad St. Suite 100, Columbus, OH 43215RIA
CRD#: 119829
Columbus, OH
Current
March 3, 2020 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 150 E. Broad St Suite 100, Columbus, OH 43215BD
CRD#: 42046
Columbus, OH
Past
March 4, 2020 - March 5, 2020
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Columbus, OH
Past
March 14, 2019 - February 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PALM BEACH GARDENS, FL
Past
January 7, 2019 - February 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PALM BEACH GARDENS, FL
Past
April 11, 2016 - December 3, 2018
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
COLUMBUS, OH
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".
AF
AA FINANCIAL ADVISORS, LLC
AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.
CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/23/2022 Terminated)Texas
Registered Investment Advisory firm - (6/21/2022 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.RR
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
RR
Ohio(3/3/2020)
IAR
Ohio(9/28/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
AA FINANCIAL ADVISORS, LLC
AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.
CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (6/21/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/23/2022 Terminated)Texas
Registered Investment Advisory firm - (6/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 E. Broad St. Suite 100, Columbus, OH 43215
Mailing Address
Phone number
(614) 442-3355
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,097 |
| AUM (Assets Under Management) | $ 1,012,205,353 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
