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Daniel Patrick Boyle

SCHWERIN BOYLE CAPITAL MANAGEMENT INC·SPRINGFIELD, Massachusetts
Series 7, Series 63, Series 65Clean record32 years registeredSCHWERIN BOYLE CAPITAL MANAGEMENT INC
ONE MONARCH PLACE, SUITE 700, SPRINGFIELD, MA 01144-0700CRD# 1556707Firm CRD# 105004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Patrick Boyle · SPRINGFIELD, MA
Registration
CRD #1556707 · SCHWERIN BOYLE CAPITAL MANAGEMENT INC · 32 years registered
Brand Profile
Not yet started
01

Career History

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC
Apr 1994 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 14, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CRD 105004 · SEC 801-35156
AUM
$1.1B
Regulatory assets under management
Employees
6
184 client accounts
Services offered by SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at SCHWERIN BOYLE CAPITAL MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Daniel Patrick Boyle offer?
Daniel Patrick Boyle specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SPRINGFIELD, Massachusetts for a consultation.
What are Daniel Patrick Boyle's credentials?
Daniel Patrick Boyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Patrick Boyle located?
Daniel Patrick Boyle is based in SPRINGFIELD, Massachusetts, working with SCHWERIN BOYLE CAPITAL MANAGEMENT INC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Daniel Patrick Boyle charge for services?
Daniel Patrick Boyle's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHWERIN BOYLE CAPITAL MANAGEMENT INC?
SCHWERIN BOYLE CAPITAL MANAGEMENT INC has approximately 6 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHWERIN BOYLE CAPITAL MANAGEMENT INC

Andrew Thomas Henshon
SPRINGFIELD, MA
Robert Bruce Schwerin
SPRINGFIELD, MA
Richard Epta Teel
SPRINGFIELD, MA
Rory Patrick Obrien
SPRINGFIELD, MA

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Research
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