Peter Boland, financial advisor Cincinnati OH

Peter Boland

CRD Number: 1336706
Current Firm: Daymark Wealth Partners, LLC

Peter Boland (CRD# 1336706) is an Investment Advisor Representative working at Daymark Wealth Partners, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Daymark Wealth Partners LLC Cincinnati, OH Jun 2022 - Current 1
Wells Fargo Clearing Services, LLC Cincinnati, OH Nov 2016 - Jun 2022 5
Wells Fargo Advisors LLC Cincinnati, OH May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Dec 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Peter J. Boland
Phone Number: 513-838-2520
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    2,504
    MILLIONS
  • Total Number of Accounts
    4,219
    ACCOUNTS
  • Average Account Value
    $593,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, IN, KY, LA, MA, MD, MI, NC, NE, NH, NY, OH, PA, SC, TX, VA, WA, WI

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