Boyd James Haley

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 02/2020 → Present
  Charles Schwab & Co., Inc.
  Indinapolis, IN
• 10/2018 → 01/2020
  Traderev
  Indianapolis, IN
• 03/2018 → 10/2018
  Eco-Solutions
  Bloomington, IN
• 06/2017 → 03/2018
  Vpsi
  Huntingburg, IN
• 06/2016 → 09/2016
  Electric Plus
  Avon, IN
• 09/2015 → 05/2017
  Wabash College
  Crawfordsville, IN
• 09/2013 → 05/2017
  Wabash College
  Crawfordsville, IN
• 08/2016 → Present
  Haley Auction Services
  Bloomington, IN
• 08/2025 → Present
  Schwab Wealth Advisory, Inc
  Indianapolis, IN

Other Businesses

(1) Haley Auction Services; Auctioneer; START DATE: 08/31/2016; Bloomington, IN; I preform Auctioneer duties at the day of sale; Generally less than 20 hours per month; Not investment related. (2) Bauer Randsbottom Family Farm; Family member/ Partial share holder; Start Date: 09/13/2019; Bloomington, IN; I am the inheritor of a portion of my grandfathers farm, i have no responsibilities with the organization and only receive money once a year from the share cropping we do with the local farmer; Generally less than 20 hours per month; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-03
• S63 Uniform Securities Agent State Law Examination
  2020-12-04

Other Names

• Boyd Haley
• Boyd J Haley