Leo Phelan Boyle
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Sep 2026 to now
- OsaicJan 2025 to now
- N/aNov 2024 to Jan 2025
- Center of EffortAug 2024 to Nov 2024
- Nugget MarketsJun 2021 to Aug 2022
- California Polytechnic State UniversitySep 2020 to Aug 2024
- In N Out BurgerJun 2020 to Aug 2020
- Tamalpais HighschoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 8028794
- Firm CRD
- 23131