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Rosemarie Antic Boyd

BOYD FINANCIAL STRATEGIES, INC.·AUBURN, Massachusetts
Clean recordBOYD 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rosemarie Antic Boyd is a registered financial advisor based in AUBURN, Massachusetts, affiliated with BOYD FINANCIAL STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BOYD FINANCIAL STRATEGIES, INC.
BOYD FINANCIAL STRATEGIES, INC.
AUM
$109M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BOYD FINANCIAL STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1147294
Firm CRD# 107505
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rosemarie Antic Boyd offer?
Rosemarie Antic Boyd specializes in Financial Planning, Investment Management. Contact their office in AUBURN, Massachusetts for a consultation.
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, working with BOYD FINANCIAL STRATEGIES, INC.. Their office serves clients in the AUBURN metropolitan area and surrounding communities.
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 (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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