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Vice President/chief Executive Officer · Boyd Financial Strategies, Inc.

Peter A. Boyd

CRD 5647772 · Named on Form ADV at one SEC-registered adviser

At a glance

Boyd Financial Strategies, Inc., an SEC-registered wealth manager based in Auburn, MA with $140 million in regulatory assets, lists Peter A. Boyd on its Form ADV as Vice President/chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Peter’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • John R. BoydTreasurer/chief Compliance Officer, Boyd Financial Strategies, Inc.
  • Rosemarie A. BoydPresident/secretary, Boyd Financial Strategies, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.