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Sally + Boyle - Financial Advisor in Hanover, NH

Paladin Research Report For:

Sally Boyle

SJ Boyle Wealth Planning LLC

45 Lyme Road Suite 204A
Hanover, NH 03755
603-277-9953

General Information

Firm Start Year
  • 2015
No.of Employees
  • 2-4
CRD#
  • 1026790
Firm CRD#
  • 174158
Name of Custodial Firm
  • TD Ameritrade
States Licensed in
  • NH
Years of Experience in Financial Services
  • 30
Number of Years with Current Firm
  • 6
Work Experience
  • Principal SJ Boyle Wealth Planning LLC January 2011 to Present

    Principal Adviser with 37 years experience in formal fee based financial planning. My work addresses income tax and investment planning, fringe benefit planning, retirement planning and personal estate planning. SJ Boyle Wealth Planning is a Registered Investment Advisor with the State of New Hampshire offering fee based financial planning services and investment management services. Custodial services are offered through TD Ameritrade.

    Financial Advisor October 2007- December 2010 Morgan Stanley Smith Barney

    Working at Smith Barney was an excellent introduction to the investment world. Smith Barney's focus was the client.

    Financial Advisor June 2004- September 2007 Chittenden Securities

    Financial Adviser January 1983- July 1994 Cigna Individual Financial Services

    "Serve First and the pay will take care of itself." I've never forgotten their motto. I provided fee based planning to individual business owners and key executives concerning their personal estate and business succession planning. Executive benefits was a sub specialty.
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CDFA®, ChFC®, CLU®
Securities Licenses
  • Series 66, Series 63, Series 6, Series 7, Series 22

Firm Information

Firm's Number of Clients
  • 92
Firm's Number of Planning Clients
  • 30
Firm's Number of Managed Clients
  • 62
Assets Managed by Firm
  • $30,000,000
Advisor's Number of Clients
  • 92
Advisor's Number of Planning Clients
  • 30

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000

Education

BSBA - Business Administration
  • West Virginia University
    091972 - 061976
CFP Designation - Financial Planning
  • A Kaplan Company
    2011 - 2012

Disclosures

https://adviserinfo.sec.gov/firm/summary/174158

BASIC INFORMATION NEEDED FOR THE INQUIRY