Unclaimed Profile

Kaitlyn S H Garlick

BOYD WEALTH MANAGEMENT, LLC·SACRAMENTO, California

SIE, Series 7, Series 9, Series 10, Series 63Clean recordBOYD WEALTH MANAGEMENT, LLC

1375 EXPOSITION BLVD, SACRAMENTO, CA 95815CRD# 5883018Firm CRD# 293990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kaitlyn S H Garlick · SACRAMENTO, CA

Registration

CRD #5883018 · BOYD WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOYD WEALTH MANAGEMENT, LLC

CRD 293990 · SEC 801-113198

AUM

$306M

Regulatory assets under management

Employees

457 client accounts

Services offered by BOYD WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOYD WEALTH MANAGEMENT, LLC →

Introduction

Speak with Kaitlyn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kaitlyn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SACRAMENTO?

Browse all registered financial advisors in SACRAMENTO, California or claim this profile if it's yours.

Browse SACRAMENTO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kaitlyn S H Garlick offer?

Kaitlyn S H Garlick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.

What are Kaitlyn S H Garlick's credentials?

Kaitlyn S H Garlick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kaitlyn S H Garlick located?

Kaitlyn S H Garlick is based in SACRAMENTO, California, working with BOYD WEALTH MANAGEMENT, LLC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does Kaitlyn S H Garlick charge for services?

Kaitlyn S H Garlick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOYD WEALTH MANAGEMENT, LLC?

BOYD WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →