Jiyao Peng

BOYD WEALTH MANAGEMENT

Sacramento, CA 95815

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CRD#: 7488019

Professional summary

Jiyao Peng is a registered financial advisor currently at BOYD WEALTH MANAGEMENT, LLC located in Sacramento, California.

Jiyao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jiyao has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1- 12/2023 / Real Estate Rental / Investment Related / 750 N Idaho St, San Mateo, CA 94401 2- 01/2022 / DBA for LPL Business (entity for LPL business) / THE FINANCIAL SERVICES NETWORK / Sacramento, CA 3- Jiyao Peng co-owns a rental property with her parents. No business hours devoted to it.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jiyao Peng'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

April 1, 2025 - Present

BOYD WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 293990

Sacramento, CA

Past

October 2, 2024 - February 4, 2025

MARINER ADVISOR NETWORK

RIA

CRD#: 283824

Sacramento, CA

Past

May 28, 2022 - January 24, 2025

LPL FINANCIAL LLC

CRD#: 6413

SACRAMENTO, 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
(4/1/2025)

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: 11/11/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/27/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/24/2022

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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Jiyao Peng

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jiyao Peng's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOYD WEALTH MANAGEMENT, LLC

MARINER ADVISOR NETWORK

LPL FINANCIAL LLC

Primary Firm SEC Registration

BOYD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2022

Series 7TO

Date: 5/27/2022

SIE

Date: 2/24/2022

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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