Caleb Robert david Boy
Investment adviser representative at Allegheny Financial Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Allegheny Financial GroupMay 2026 to now
- Key Investment Services, LLCJan 2026 to May 2026
- Newedge Advisors, LLCDec 2025 to Dec 2025
- Chili'sMar 2024 to Jul 2025
- Nashville Building ServicesFeb 2024 to Mar 2024
- Raymond James Financial Services Inc.Nov 2023 to Dec 2025
- Wealth Strategies PartnersNov 2023 to Dec 2025
- AmazonSep 2023 to Nov 2023
- Wilson County Schools - Wilson Central High SchoolJan 2023 to Nov 2023
- Metropolitan Nashville Public Schools - Hunters Lane High SchoolJul 2022 to Dec 2022
- Regions BankJan 2022 to Jun 2022
- DoordashJun 2019 to Aug 2022
- Hall Financial Advisors, LLCMay 2019 to May 2021
- Marietta CollegeJul 2017 to Dec 2021
- Carlisle High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Allegheny Financial Group
$5.6BAssets managed
3,971Clients
31Advisers
49 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
- 7121484
- Firm CRD
- 104690