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CB

Caleb R. Boy

ALLEGHENY FINANCIAL GROUP LTD
PITTSBURGH, PA 15237
Some features on this profile are disabled
CRD#: 7121484
CB
Caleb Robert David BoyALLEGHENY FINANCIAL GROUP LTD

Professional summary

Caleb Robert David Boy, who also goes by Caleb Boy, is a registered financial advisor currently at ALLEGHENY FINANCIAL GROUP LTD located in Pittsburgh, Pennsylvania.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Caleb has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Caleb Boy

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) - RIA

Click below to view Caleb Robert David Boy'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

May 28, 2026 - Present

ALLEGHENY FINANCIAL GROUP LTD

Office #1: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
RIA
CRD#: 104690
PITTSBURGH, PA
Past

January 7, 2026 - May 19, 2026

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
PITTSBURGH, PA
Past

January 7, 2026 - May 19, 2026

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
PITTSBURGH, PA
Past

December 1, 2025 - January 5, 2026

NEWEDGE ADVISORS

RIA
CRD#: 171351
Pittsburgh, PA
Past

February 5, 2024 - December 1, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Pittsburgh, PA
Past

January 5, 2024 - December 1, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Pittsburgh, PA

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
ALLEGHENY FINANCIAL GROUP LTD
ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA
Registered Investment Advisory firm - (1/17/1977 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
Pennsylvania
(5/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/25/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/5/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/10/2023
Securities Industry Essentials Examination

Current Firm

AF
ALLEGHENY FINANCIAL GROUP LTD
ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA
Registered Investment Advisory firm - (1/17/1977 Approved)
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Contact information

Main Address
Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
Mailing Address
Phone number
(412) 367-3880
Established
Firm type
Fiscal year end
# of Employees
105

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2024 WRAP PROGRAM BROCHURE (3/31/2025)
2024 AFG ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts12,950
AUM (Assets Under Management)$ 4,904,134,773

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/10/2025
Cover Page
Report
10/22/2024
Cover Page
Report
08/11/2023
Cover Page
Report

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.

Company Information

ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690Pittsburgh, PA 15237

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