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Brian Lee Gevry

Boyd Watterson Asset Management, LLC

Cleveland, OH

CRD 2456218

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Employer firm

Boyd Watterson Asset Management, LLC CRD 107808

$18.8B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Boyd Watterson Asset Management, Llc

1301 East 9Th Street Suite 2900, Cleveland, OH 44114-3179 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2000-06-13
  • OH RA
    APPROVED
    Since 2000-06-13

Branch Locations

1301 East Ninth Street Suite 2900, Cleveland, OH 44114 • 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
Boyd Watterson Asset Management Llc Cleveland OH 07/2000 Present
Other Businesses

GEVRY FARMS LLC. THE BUSINESS IS NOT INVESTMENT RELATED. GEVRY FARMS LLC IS LOCATED AT 14464 SR 511, OBERLIN, OH 44074. POSITION MANAGER. START DATE 02/2006. GEVRY FARMS II LLC IS A WHOLLY OWNED SUBSIDIARY OF GEVRY FARMS LLC. THE BUSINESS IS NOT INVESTMENT RELATED. GEVRY FARMS LLC IS LOCATED AT 14464 SR 511, OBERLIN, OH 44074. POSITION MANAGER. START DATE 11/2019. ON AVERAGE, 20 HOURS A MONTH ARE DEVOTED TO THESE BUSINESSES DURING NON-TRADING HOURS. PRINDLE LLC. THE BUSINESS IS NOT INVESTMENT RELATED. PRINDLE LLC IS LOCATED AT 1195 BALDWIN ROAD HINESBURG VT 05461. POSITION CO-MANAGER. START DATE 06/2006. THERE ARE 3-5 HOURS A WEEK DEVOTED TO THIS BUSINESS DURING NON-TRADING HOURS. PRINDLE-BALDWIN LLC. THE BUSINESS IS NOT INVESTMENT RELATED. PRINDLE-BALDWIN LLC IS LOCATED AT 1195 BALDWIN ROAD, HINESBURG, VT 05461. POSITION CO-MANAGER. START DATE 01/2017. THERE ARE 5 HOURS A MONTH DEVOTED TO THIS BUSINESS DURING NON-TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-13
  • S63 Uniform Securities Agent State Law Examination
    1994-05-13
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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