Kelly Ann Boyle

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Boca Raton, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Other Businesses

Business Ownership; KB Parties/KB Events; ; Photography Business; PO Box 810201Boca Raton, FL 33431, ,; ; 10/01/2009; 1 to 9 hours per month; / Boyle Management Services, Inc.; ; practice management; 350 Camino Gardens BlvdSuite 302Boca Raton, FL 33432, ,; Not Investment-Related; 04/28/2014; 10 to 19 hours per month; 1 to 9 during trading hours / Vintage Productions, LLC; I am the owner of this business, an entertainer and vocalist.; Entertainment Company; 4744 S Ocean Blvd, Apt 10, , Highland Beach, FL, 33487; Not Investment-Related; 10/27/2021; 1 to 9 hours per month; 0 during trading hours / Sew This, LLC; Nothing at the moment. We may have a website built at some point, and watching over the website traffic.; online SAAS business; 4744 S Ocean Blvd, Apt 10, , Highland Beach, FL, 33487; Not Investment-Related; 10/20/2021; 0 hours per month; 0 during trading hours / Monarch Music Management, LLC; Owner; Consulting; 4744 S Ocean Blvd, Apt 10, Highland, FL, 33487; Not Investment-Related; 01/01/2024; 10 to 19 hours per month; 0 during trading hours. Board of Directors; American Disabilities Foundation, Inc.; Board Member; 1117 S.W. 13TH PLACE, , BOCA RATON, FL, 33486; Not Investment-Related; 03/24/2022; 1 to 9 hours per month; 0 during trading hours / South Florida Tech Hub; Board Member/Director of Events; 313 DATURA STREET, Suite 200, , West Palm Beach, FL, 33401; Not Investment-Related; 10/01/2014; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-28