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Peter James Boyle

Clifford Swan Investment Counselors

Pasadena, CA

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Current Employers
Clifford Swan Investment Counselors

177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-12-13
NC RA APPROVED 2022-03-20
NY RA APPROVED 2021-02-08
AZ RA APPROVED 2011-03-02
WA RA APPROVED 2009-11-11
TX RA APPROVED_RES 1999-09-28
CA RA APPROVED 1999-07-27
  • ID RA
    APPROVED
    Since 2022-12-13
  • NC RA
    APPROVED
    Since 2022-03-20
  • NY RA
    APPROVED
    Since 2021-02-08
  • AZ RA
    APPROVED
    Since 2011-03-02
  • WA RA
    APPROVED
    Since 2009-11-11
  • TX RA
    APPROVED_RES
    Since 1999-09-28
  • CA RA
    APPROVED
    Since 1999-07-27

Branch Locations

177 E. Colorado Blvd Ste 550, Pasadena, CA 91105-1965 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clifford Swan Investment Counsel Pasadena CA 01/2010 06/2020
Clifford Swan Investment Counsel Pasadena CA 07/2020 Present
  • 01/2010 → 06/2020
    Clifford Swan Investment Counsel
    Pasadena, CA
  • 07/2020 → Present
    Clifford Swan Investment Counsel
    Pasadena, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-07-31
  • S63 Uniform Securities Agent State Law Examination
    1995-07-31
Designations

View on SEC IAPD

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CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
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