Colby Dotson

BOYD WEALTH MANAGEMENT

Sacramento, CA 95815

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CRD#: 6784916

Professional summary

Colby Dotson, CFP®, who also goes by Colby Dotson, Colby L Dotson, is a registered financial advisor currently at BOYD WEALTH MANAGEMENT, LLC located in Sacramento, California.

Colby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Colby has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Colby Dotson | Colby L Dotson

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.

Colby Dotson is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Dotson, as a fiduciary, will act in the client's best interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colby Dotson'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

December 18, 2023 - Present

BOYD WEALTH MANAGEMENT, LLC

Office #1: 1375 Exposition Blvd Suite 220, Sacramento, CA 95815

RIA

CRD#: 293990

Sacramento, CA

Past

April 12, 2022 - January 3, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Roseville, CA

Past

April 12, 2022 - January 3, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Roseville, CA

Past

October 28, 2021 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Roseville, CA

Past

October 28, 2021 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Roseville, CA

Past

October 28, 2021 - January 3, 2024

TD AMERITRADE, INC.

CRD#: 7870

Roseville, CA

Past

September 2, 2020 - October 11, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ROSEVILLE, CA

Past

March 5, 2019 - October 11, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ROSEVILLE, CA

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".

BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990 / SEC#: 801-113198

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

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

California
(12/18/2023)

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 66

Date: 11/26/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/10/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/5/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/18/2019

Securities Industry Essentials Examination

Current Firm

BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990 / SEC#: 801-113198

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

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Contact information

Main Address

1375 Exposition Blvd Suite 220, Sacramento, CA 95815

Mailing Address

Phone number

(916) 367-0532

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	452
AUM (Assets Under Management)	$ 345,018,336

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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Advisor Monitoring

Firm Stability Insights

Colby Dotson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colby Dotson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

BOYD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/26/2019

Series 63

Date: 4/10/2019

Series 7TO

Date: 3/5/2019

SIE

Date: 1/18/2019

Current Firm

BOYD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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