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Rosemarie Antic Boyd

BOYD FINANCIAL STRATEGIES, INC.·AUBURN, Massachusetts
Series 6, Series 22, Series 63Clean record22 years registeredBOYD FINANCIAL STRATEGIES, INC.
319A SOUTHBRIDGE ST, AUBURN, MA 01501CRD# 1147294Firm CRD# 107505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rosemarie Antic Boyd · AUBURN, MA
Registration
CRD #1147294 · BOYD FINANCIAL STRATEGIES, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BOYD FINANCIAL STRATEGIES, INC.
BOYD FINANCIAL STRATEGIES, INC.
Dec 2004 – May 2023
AUBURN, MA
BOYD FINANCIAL STRATEGIES
May 2004 – Dec 2004
WORCESTER, MA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 22
Series 63
Registration record
First registered · May 27, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOYD FINANCIAL STRATEGIES, INC.
CRD 107505 · SEC 801-125015
AUM
$109M
Regulatory assets under management
Employees
3
164 client accounts
Services offered by BOYD FINANCIAL STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BOYD FINANCIAL STRATEGIES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Rosemarie Antic Boyd offer?
Rosemarie Antic Boyd specializes in Financial Planning, Investment Management.
What are Rosemarie Antic Boyd's credentials?
Rosemarie Antic Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosemarie Antic Boyd located?
Rosemarie Antic Boyd is based in AUBURN, Massachusetts, last registered with BOYD FINANCIAL STRATEGIES, INC..
How does Rosemarie Antic Boyd charge for services?
Rosemarie Antic Boyd's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOYD FINANCIAL STRATEGIES, INC.?
BOYD FINANCIAL STRATEGIES, INC. has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOYD FINANCIAL STRATEGIES, INC.

John Robert Boyd
AUBURN, MA
Peter Andrew Boyd
AUBURN, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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