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Charles Timothy Boyd

ARIS WEALTH SERVICES INC·STATE COLLEGE, Pennsylvania
Unclaimed Profile
270 WALKER DR, STATE COLLEGE, PA 16801CRD# 3153323Firm CRD# 104577
01

About

Charles Timothy Boyd is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with ARIS WEALTH SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ARIS WEALTH SERVICES INC
ARIS WEALTH SERVICES INC
AUM
$1.7B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at ARIS WEALTH SERVICES INC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3153323
Firm CRD# 104577
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Timothy Boyd offer?
Charles Timothy Boyd specializes in Investment Management, Wealth Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are Charles Timothy Boyd's credentials?
Charles Timothy Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Timothy Boyd located?
Charles Timothy Boyd is based in STATE COLLEGE, Pennsylvania, working with ARIS WEALTH SERVICES INC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does Charles Timothy Boyd charge for services?
Charles Timothy Boyd'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 ARIS WEALTH SERVICES INC?
ARIS WEALTH SERVICES INC has approximately 48 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STATE COLLEGE
Jamie Lee Felker — ABUNDANCE WEALTH COUNSELORS, LLCCheryl Lynn Bartram — ABUNDANCE WEALTH COUNSELORS, LLCJohn James Schaffer — ABUNDANCE WEALTH COUNSELORS, LLCDavin Andrew Gibbins — ARIS WEALTH SERVICES INCRichard Frank Defluri — ABUNDANCE WEALTH COUNSELORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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