Thomas Joseph Boyd

Employer firm

Coral Reef Advisors LLC CRD 328929

$79.8M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 11/2019
  Jp Morgan Securities Llc
  Chicago, IL
• 08/2011 → 11/2019
  Jpmorgan Chase Bank Na
  Chicago, IL
• 11/2019 → 02/2024
  Snowden Lane Partners
  New York, NY
• 02/2024 → Present
  Private Client Services, Llc
  Ponte Verdra, FL
• 08/2023 → Present
  Coral Reef Investments
  Ponte Vedra, FL

Previous Registrations

• 2019-11-01 → 2024-03-14
  Snowden Capital Advisors Llc
  Chicago, IL
• 2011-08-22 → 2019-11-06
  J.P. Morgan Securities Llc
  Chicago, IL
• 2007-11-07 → 2011-09-08
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
• 2006-09-20 → 2007-11-06
  William Blair
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1) Coral Reef Advisors. 13000 Sawgrass Village Circle, Building 9 unit 48, Ponte Vedra FL 32082. RIA. 160 hrs/mo; 160 during trading hrs. 2) Various insurance. Insurance sales to residents of states in which he holds an insurance license. Investment related. 3) Private Client Services, LLC - investment related - Louisville, KY - broker-dealer - registered representative - 02/2024 - 16 - 16 - commission-based securities transactions.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-08
• S63 Uniform Securities Agent State Law Examination
  1996-08-23

Other Names

• Thomas J Boyd
• Tom Boyd