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Brian A Convery

BOYD WATTERSON ASSET MANAGEMENT, LLC·CLEVELAND, Ohio
Series 7Clean record14 years registeredBOYD WATTERSON ASSET MANAGEMENT, LLC
1301 EAST 9TH STREET, CLEVELAND, OH 44114-3179CRD# 5768036Firm CRD# 107808

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian A Convery · CLEVELAND, OH
Registration
CRD #5768036 · BOYD WATTERSON ASSET MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

BOYD WATTERSON ASSET MANAGEMENT, LLC
Mar 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · March 28, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808 · SEC 801-57468
AUM
$17.9B
Regulatory assets under management
Employees
121
1,126 client accounts
Services offered by BOYD WATTERSON ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at BOYD WATTERSON ASSET MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Brian A Convery offer?
Brian A Convery specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Brian A Convery's credentials?
Brian A Convery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian A Convery located?
Brian A Convery is based in CLEVELAND, Ohio, working with BOYD WATTERSON ASSET MANAGEMENT, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Brian A Convery charge for services?
Brian A Convery's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOYD WATTERSON ASSET MANAGEMENT, LLC?
BOYD WATTERSON ASSET MANAGEMENT, LLC has approximately 121 employees and manages $17.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOYD WATTERSON ASSET MANAGEMENT, LLC

Brian Lee Gevry
CLEVELAND, OH
Timothy Michael Hyland
CLEVELAND, OH
James Richard Shirak
CLEVELAND, OH
Michael Edward Bee
CLEVELAND, OH

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