Investment adviser representative · Boyce & Associates Wealth Consulting, Inc.
Kelly K. Griggs
CRD 6887813 · Cedar Park, TX
At a glance
Kelly K. Griggs is an investment adviser representative with Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelly’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Boyce & Associates Wealth Consulting, Inc.Since November 2020Cedar Park, TX · $245M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kelly’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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Boyce & Associates Wealth Consulting, Inc.
- Eric C. BoyceCedar Park · Chartered Financial Analyst
- Thomas E. Kemler Jr.Cedar Park · Chartered Financial Analyst
- Ian T. KlocCedar Park · Certified Financial Planner
- Jonathan M. McQuadeCedar Park · Certified Financial Planner
- Sean M. PfeifferCedar Park
- Lindsey D. SharpeCedar Park
- Karl Van ReusenCedar Park · Certified Financial Planner
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