Unclaimed Profile

Preston Boyd

ESB WEALTH MANAGEMENT, LLC·MANSFIELD, Ohio

SIE, Series 7, Series 66Clean record18 years registeredESB WEALTH MANAGEMENT, LLC

111 PARK AVENUE EAST, MANSFIELD, OH 44902CRD# 5370644Firm CRD# 281835

Profile Verification

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

Identity

Preston Boyd · MANSFIELD, OH

Registration

CRD #5370644 · ESB WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2024 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Aug 2024 – present

INVICTA ADVISORS LLC

Nov 2018 – Aug 2024

Mansfield, OH

ESB WEALTH MANAGEMENT, LLC

Apr 2016 – Dec 2020

MANSFIELD, OH

ESB WEALTH MANAGEMENT, LLC

Jun 2011 – Apr 2016

MANSFIELD, OH

INVESTMENT ADVISORS

Jan 2008 – May 2011

MANSFIELD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 9, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ESB WEALTH MANAGEMENT, LLC

CRD 281835 · SEC 801-107178

AUM

$80M

Regulatory assets under management

Employees

50 client accounts

Services offered by ESB WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at ESB WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Preston Boyd offer?

Preston Boyd specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MANSFIELD, Ohio for a consultation.

What are Preston Boyd's credentials?

Preston Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Preston Boyd located?

Preston Boyd is based in MANSFIELD, Ohio, working with ESB WEALTH MANAGEMENT, LLC. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.

How does Preston Boyd charge for services?

Preston Boyd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ESB WEALTH MANAGEMENT, LLC?

ESB WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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