President, CFO · American Financial Advisors Inc
Matthew J. Boyce
CRD 2625560 · Named on Form ADV at one SEC-registered adviser
At a glance
American Financial Advisors Inc, an SEC-registered wealth manager based in Winter Park, FL with $1.3 billion in regulatory assets, lists Matthew J. Boyce on its Form ADV as President, CFO, a control person.
Firms and roles
- American Financial Advisors IncPresident, CFOWealth manager · Winter Park, FL · $1.3B in regulatory assets
AtlasMembers
Matthew’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
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- 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.
Colleagues named on the same filings
- William A. MertesCIO, American Financial Advisors Inc
- Karen S TorresChief Compliance Officer, American Financial Advisors Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.