Michael Boyko, financial advisor Whitehall PA

Michael Boyko

CRD Number: 2192474
Current Firm: Ata Management Strategies Inc.

Michael Boyko (CRD# 2192474) is an Investment Advisor Representative working at Ata Management Strategies Inc. in Whitehall, PA and has over 31 years of experience in the finance industry.

Similar Advisors
Inas Abas, financial advisor Whitehall PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Jason Abruzere, financial advisor Whitehall PA
Jason E. Abruzere
CRD# 4121049
Weyhill Investment Counsel, LLC
Similar Advisors
Wayne Achey, financial advisor Whitehall PA
Wayne C. Achey
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ata Management Strategies Inc. Whitehall, PA May 2018 - Current 5
Brooks Brothers Center Valley, PA Oct 2017 - Apr 2019 1
Bethlehem Suburban Ford Bethlehem, PA Feb 2018 - May 2018 < 1
Unemployed Macungie, PA Aug 2016 - Oct 2017 1
Lpl Financial LLC Charlotte, NC Apr 2012 - Aug 2016 4
First Niagara Investment Services Trexlertown, PA Mar 2012 - Aug 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Michael P. Boyko
Phone Number: 610-433-9009
Firm Website: https://atafinancial.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    89
    MILLIONS
  • Total Number of Accounts
    515
    ACCOUNTS
  • Average Account Value
    $173,684
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from Michael Boyko and other 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.