Peter Boyd, financial advisor Auburn MA

Peter Boyd

CRD Number: 5647772
Current Firm: Boyd Financial Strategies, Inc.

Peter Boyd (CRD# 5647772) is an Investment Advisor Representative working at Boyd Financial Strategies, Inc. in Auburn, MA and has 1 year of experience in the finance industry.

Similar Advisors
Rebecca Abbatamarco-Boisclair, financial advisor Auburn MA
Rebecca J. Abbatamarco-Boisclair
CRD# 4030542
Ameriprise Financial Services, LLC
Similar Advisors
Emil Aberizk, financial advisor Auburn MA
Emil J. Aberizk
CRD# 1049525
Fidelity Personal And Workplace Advisors
Similar Advisors
Michael Abramo, financial advisor Auburn MA
Michael A. Abramo
CRD# 2931681
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Apogee Strong Central Massachusetts, LLC Auburn, MA Feb 2024 - Current < 1
Boyd Financial Strategies Inc. Worcester, MA Jan 2022 - Current 2
Boyd Financial Strategies Inc. Shrewsbury, MA Sep 2008 - Dec 2021 13

Peter Boyd has no recent exams reported.
Contact Info for Peter A. Boyd
Phone Number: (508) 754-3226
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $667,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MA

Ready to hire a financial advisor? Get competitive proposals from Peter Boyd 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.