Unclaimed Profile

Brian Lee Gevry

BOYD WATTERSON ASSET MANAGEMENT, LLC·CLEVELAND, Ohio

Series 6, Series 63Clean record26 years registeredBOYD WATTERSON ASSET MANAGEMENT, LLC

1301 EAST 9TH STREET, CLEVELAND, OH 44114-3179CRD# 2456218Firm CRD# 107808

Profile Verification

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

Identity

Brian Lee Gevry · CLEVELAND, OH

Registration

CRD #2456218 · BOYD WATTERSON ASSET MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

BOYD WATTERSON ASSET MANAGEMENT, LLC

Jun 2000 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · June 13, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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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Frequently Asked Questions

What services does Brian Lee Gevry offer?

Brian Lee Gevry specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Brian Lee Gevry's credentials?

Brian Lee Gevry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Lee Gevry located?

Brian Lee Gevry 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 Lee Gevry charge for services?

Brian Lee Gevry'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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