Member/manager · Allegheny Financial Group
Ralph S. Boyd
CRD 3034257 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Allegheny Financial Group, an SEC-registered wealth manager based in Pittsburgh, PA with $5.6 billion in regulatory assets, lists Ralph S. Boyd on its Form ADV as Member/manager, a control person. The SEC filings also name Ralph at 1 other registered adviser.
Firms and roles
- Allegheny Financial GroupMember/managerWealth manager · Pittsburgh, PA · $5.6B in regulatory assets
- Allegheny InvestmentsMember/managerWealth manager · Pittsburgh, PA · $742M in regulatory assets
AtlasMembers
Ralph’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ralph’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.
Colleagues named on the same filings (8)
- Rom S. HurstMember/manager, Allegheny Financial Group
- Brandon J. HaynesMember/manager, Allegheny Financial Group
- Jonathan A KuhnMember/manager, Allegheny Financial Group
- Darin B. HawnMember/manager, Allegheny Financial Group
- Stephen Turner HawbakerCCO, Allegheny Financial Group
3 more people named with Ralph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ralph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.