Joseph Anthony O'boyle
Investment adviser representative at O'boyle Wealth Management, Inc.
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$443.9MFirm assets
Are you Joseph Anthony O'boyle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- O'boyle Wealth Management, Inc.May 2018 to now
- O`boyle Wealth Management, Inc.Feb 2013 to now
- Voya Financial AdvisorsSep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
O'boyle Wealth Management, Inc.
$443.9MAssets managed
410Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4628385
- Firm CRD
- 292849