President and Chief Compliance Officer · O'boyle Wealth Management, Inc.
Joe O'Boyle
CRD 4628385 · Named on Form ADV at one SEC-registered adviser
At a glance
O'boyle Wealth Management, Inc., an SEC-registered wealth manager based in Beverly Hills, CA with $444 million in regulatory assets, lists Joe O'Boyle on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- O'boyle Wealth Management, Inc.President and Chief Compliance OfficerWealth manager · Beverly Hills, CA · $444M in regulatory assets
AtlasMembers
Joe’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joe’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joe’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.