Fay Boland, financial advisor Pittsburgh PA

Fay Boland

CRD Number: 5591745
Current Firm: Avantax Advisory Services

Fay Boland (CRD# 5591745) is an Investment Advisor Representative working at Avantax Advisory Services in Pittsburgh, PA and has over 15 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Lpl Financial LLC
Similar Advisors
Marybeth Abbiatici, financial advisor Pittsburgh PA
Marybeth Abbiatici
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Avantax Insurance Agency, LLC Pittsburgh, PA Jul 2014 - Current 9
Avantax Advisory Services Pittsburgh, PA Oct 2013 - Current 10
Avantax Investment Services, Inc. Pittsburgh, PA Aug 2008 - Current 15
Donnelly Boland Tax Services Pittsburgh, PA Nov 2004 - Current 19
Clermont Property Associates,llc Pittsburgh, PA Nov 2004 - Current 19
Fay Boland Tax Collections Pittsburgh, PA May 2002 - Current 21
Elected Tax Collectior Brentwood, PA May 2002 - Current 21
Human Services Admin. Org Pittsburgh, PA Jul 1999 - Current 24
The Alliance For Infants & Toddlers Pittsburgh, PA Jul 1996 - Current 27
Donnelly-boland And Associates Pittsburgh, PA Feb 1992 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
Contact Info for Fay K. Boland
Phone Number: 972-870-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.