Daniel Boyle (CRD# 1556707) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 37 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwerin Boyle Capital Management, Inc. | Springfield, MA | Jan 2007 - Current | 17 |
| Schwerin Boyle Capital Management, Inc. | Springfield, MA | Oct 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1990 |
- MA
-
Total Assets Under Management1,097MILLIONS
-
Total Number of Accounts184ACCOUNTS
-
Average Account Value$5,960,635
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, MD, NH, NJ, NY
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