Unclaimed Profile

Matthew John Boyce

AMERICAN FINANCIAL ADVISORS INC·WINTER PARK, Florida

SIE, Series 7, Series 63, Series 65CFPClean record30 years registeredAMERICAN FINANCIAL ADVISORS INC

1936 LEE ROAD, WINTER PARK, FL 32789CRD# 2625560Firm CRD# 108530

Profile Verification

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

Identity

Matthew John Boyce · WINTER PARK, FL

Registration

CRD #2625560 · AMERICAN FINANCIAL ADVISORS INC · 30 years registered

Brand Profile

Not yet started

Career History

AMERICAN FINANCIAL ADVISORS INC

Sep 1995 – present

FOOTHILL SECURITIES, INC.

Jul 2009 – Mar 2013

ORLANDO, FL

ING FINANCIAL PARTNERS, INC

Jun 2007 – Jun 2009

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 22, 1995

Years registered · 30

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN FINANCIAL ADVISORS INC

CRD 108530 · SEC 801-56857

AUM

$887M

Regulatory assets under management

Employees

1,751 client accounts

Services offered by AMERICAN FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN FINANCIAL ADVISORS INC →

Introduction

Speak with Matthew

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

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

Looking for a financial advisor in WINTER PARK?

Browse all registered financial advisors in WINTER PARK, Florida or claim this profile if it's yours.

Browse WINTER PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew John Boyce offer?

Matthew John Boyce specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Matthew John Boyce's credentials?

Matthew John Boyce holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew John Boyce located?

Matthew John Boyce is based in WINTER PARK, Florida, working with AMERICAN FINANCIAL ADVISORS INC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Matthew John Boyce charge for services?

Matthew John Boyce's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN FINANCIAL ADVISORS INC?

AMERICAN FINANCIAL ADVISORS INC has approximately 9 employees and manages $887M 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 →