Austin Boyd, financial advisor Columbus OH

Austin Boyd

CRD Number: 6820551
Current Firm: Morgan Stanley

Austin Boyd (CRD# 6820551) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Columbus, OH Sep 2020 - Current 3
Unemployed Bellville, OH Jul 2019 - Sep 2020 1
Morgan Stanley Columbus, OH Jul 2019 - Sep 2019 < 1
Morgan Stanley Columbus, OH Mar 2018 - Jul 2019 1
Jp Morgan Securities LLC Columbus, OH Jul 2017 - Dec 2017 < 1
Western And Southern Life Mount Vernon, OH Jun 2017 - Jun 2017 < 1
Ashland University Ashland, OH Dec 2016 - May 2017 < 1
Mechanics Bank Mansfield, OH May 2016 - Dec 2016 < 1
Ashland University Ashland, OH Aug 2015 - May 2016 < 1
Esb Wealth Managment Mansfield, OH May 2015 - Aug 2015 < 1
Ashland University Ashland, OH Aug 2014 - May 2015 < 1
B&b Farm Service Fredericktown, OH May 2014 - Aug 2014 < 1
Ashland University Ashland, OH Aug 2013 - May 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Austin J. Boyd
Phone Number: 914-225-5510
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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