Boyce L. Mcloud

MARKOWSKI INVESTMENTS

Kingsland, TX

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CRD#: 6646417

Professional summary

Boyce Lee Mcloud, who also goes by Boyce Mcloud, is a registered financial advisor currently at MARKOWSKI INVESTMENTS located in Kingsland, Texas.

Boyce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Boyce has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Boyce Mcloud

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.

Self-Life/Health Insurance-Agent Self-Independent Contractor-Tradeway-Seminar Speaker and Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boyce Lee Mcloud'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

September 30, 2019 - Present

MARKOWSKI INVESTMENTS

RIA

CRD#: 141883

Kingsland, TX

Past

November 14, 2016 - March 28, 2022

TRADEWAY

RIA

CRD#: 281879

CORSICANA, TX

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".

MARKOWSKI INVESTMENTS

CRD#: 141883 / SEC#: 801-67238

RIA

Registered Investment Advisory firm - (2/13/2007 Approved)

California

Registered Investment Advisory firm - (3/19/2007 Cancelled)

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

Texas
(9/30/2019)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/14/2016

Uniform Investment Adviser Law Examination

Current Firm

MARKOWSKI INVESTMENTS

CRD#: 141883 / SEC#: 801-67238

RIA

Registered Investment Advisory firm - (2/13/2007 Approved)

California

Registered Investment Advisory firm - (3/19/2007 Cancelled)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(813) 831-5168

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARKOWSKI INVESTMENTS ADV BROCHURE 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,433
AUM (Assets Under Management)	$ 410,207,663

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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Boyce L. Mcloud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boyce Lee Mcloud's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKOWSKI INVESTMENTS

TRADEWAY

Primary Firm SEC Registration

MARKOWSKI INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2016

Current Firm

MARKOWSKI INVESTMENTS

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKOWSKI INVESTMENTS

TRUST BUT VERIFY

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