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Brandon Michael Boychuk

ANTOLINO WEALTH ADVISORS
COLUMBUS, OH
·CRD# 6530494·10 years experience

Professional Summary

Brandon Michael Boychuk, who also goes by Brandon Michael Boychuk, Brandon Boychuk, is a registered financial advisor currently at ANTOLINO WEALTH ADVISORS 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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brandon Michael Boychuk, Brandon Boychuk

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

ANTOLINO WEALTH ADVISORS·CRD# 119829
RIA
150 E. Broad St. Suite 100, Columbus, OH 43215
September 28, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
150 E. Broad St Suite 100, Columbus, OH 43215
March 3, 2020 - Present
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Columbus, OH
March 4, 2020 - March 5, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Palm Beach Gardens, FL
March 14, 2019 - February 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Palm Beach Gardens, FL
January 7, 2019 - February 18, 2020
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Columbus, OH
April 11, 2016 - December 3, 2018

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Current Firm

AW
ANTOLINO WEALTH ADVISORS

AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO WEALTH ADVISORS | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.

CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - SEC (6/3/2022 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (6/21/2022 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/23/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/21/2022 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).

Contact Information

Main Address

150 E. Broad St. Suite 100, Columbus, OH 43215

Phone Number

(614) 442-3355

# of Employees

31

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,817

AUM (Assets Under Management)

$1,418,568,755

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
AW
ANTOLINO WEALTH ADVISORS

AA FINANCIAL ADVISORS, LLC | THE CRICKET COMPANY | J.E. MORRISON & ASSOCIATES, INC. | BARTON & ASSOCIATES, INC. | ANTOLINO WEALTH ADVISORS | ANTOLINO AND ASSOCIATES, INC. DBA AA FINANCIAL ADVISORS | ANTOLINO AND ASSOCIATES, INC.

CRD#: 119829 / SEC#: 801-125806
RIA
Registered Investment Advisory firm - SEC (6/3/2022 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (6/21/2022 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/23/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/21/2022 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Florida
(9/18/2026)
RR
Ohio
(3/3/2020)
IAR
Ohio
(9/28/2021)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2019About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2016About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Brandon Michael Boychuk's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BB
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