Unclaimed Profile

Gregory Edward Boyle

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts

SIE, Series 7, Series 66, Series 79TOClean record20 years registeredPALLAS CAPITAL ADVISORS, LLC

45 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 4871558Firm CRD# 310327

Profile Verification

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

Identity

Gregory Edward Boyle · BRAINTREE, MA

Registration

CRD #4871558 · PALLAS CAPITAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

PALLAS CAPITAL ADVISORS, LLC

Nov 2020 – present

GOSS ADVISORS

Jul 2019 – Dec 2020

BRAINTREE, MA

UBS FINANCIAL SERVICES INC.

Mar 2011 – Jul 2019

ROCKLAND, MA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Mar 2011

BOSTON, MA

MORGAN STANLEY & CO. INCORPORATED

Oct 2006 – Jun 2009

BOSTON, MA

CREDIT SUISSE SECURITIES

Jan 2006 – Oct 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 79TO

Registration record

First registered · January 13, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALLAS CAPITAL ADVISORS, LLC

CRD 310327 · SEC 801-119646

AUM

$3.0B

Regulatory assets under management

Employees

3,566 client accounts

Services offered by PALLAS CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PALLAS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Edward Boyle offer?

Gregory Edward Boyle specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Gregory Edward Boyle's credentials?

Gregory Edward Boyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Edward Boyle located?

Gregory Edward Boyle is based in BRAINTREE, Massachusetts, working with PALLAS CAPITAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Gregory Edward Boyle charge for services?

Gregory Edward Boyle'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 PALLAS CAPITAL ADVISORS, LLC?

PALLAS CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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