Colin Patrick Boyle
Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Colin Patrick 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.
Other
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.
- Schwab Wealth Advisory. Inc,Jul 2025 to now
- Charles Schwab & Co., Inc.Aug 2022 to now
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial, LLCJun 2021 to Aug 2022
- Broadridge Financial SolutionsJun 2020 to Aug 2020
- Fairfield Country ClubJun 2018 to Aug 2019
- Iona CollegeAug 2017 to May 2021
- St Joseph HighschoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7358229
- Firm CRD
- 159035