Boyd Financial Strategies, Inc.

Boyd Financial Strategies, Inc. (CRD# 107505) is a financial advisory firm headquartered in Worcester, MA. They manage $73,567,507 in 359 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
255 Park Avenue, Suite 103, Worcester, MA 01609
http://www.boydstrategy.com/
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $204,923
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Boyd Financial Strategies, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John Boyd, financial advisor Worcester MA
John R. Boyd
CRD#: 1361880
255 Park Avenue, Suite 103, Worcester, MA 01609
96
Wealthminder
score

John Boyd (CRD# 1361880) is an Investment Advisor Representative working at Boyd Financial Strategies, Inc. in Worcester, MA and has over 32 years of experience in the finance industry. John Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rosemarie Boyd, financial advisor Worcester MA
Rosemarie A. Boyd
CRD#: 1147294
255 Park Avenue, Suite 103, Worcester, MA 01609
96
Wealthminder
score

Rosemarie Boyd (CRD# 1147294) is an Investment Advisor Representative working at Boyd Financial Strategies, Inc. in Worcester, MA and has over 33 years of experience in the finance industry. Rosemarie Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Peter Boyd, financial advisor Worcester MA
Peter A. Boyd
CRD#: 5647772
255 Park Avenue, Suite 103, Worcester, MA 01609
87
Wealthminder
score

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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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