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Matthew John Boyce

American Financial Advisors Inc

Winter Park, FL

CRD 2625560

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Employer firm

American Financial Advisors Inc CRD 108530

$1.28B regulatory AUM 56 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
American Financial Advisors Inc

1031 W Morse Blvd. Ste. 110, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 1995-09-22
  • FL RA
    APPROVED
    Since 1995-09-22

Branch Locations

1031 W Morse Blvd. Ste. 110, Winter Park, FL 32789 • 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
American Financial Advisors, Inc. Winter Park FL 06/1995 Present
Insurance (Self-Employed) Winter Park FL 03/2005 Present
Previous Registrations
  • 2009-07-06 → 2013-03-05
    Foothill Securities, Inc.
    Orlando, FL
    Santa Clara, CA
  • 2007-06-06 → 2009-06-30
    Orlando, FL
    Orlando, FL
Other Businesses

1) INSURANCE SALES; CONTRACTING COMPANY: VARIOUS; WINTER PARK, FL; INVESTMENT-RELATED; AGENT; 3/15/2005; 1 HOUR PER MONTH; 1 HOUR DURING MARKET HOURS; ASSISTING WITH VARIOUS INSURANCE QUESTIONS; TERM/WHOLE LIFE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-19
S63 Uniform Securities Agent State Law Examination 1995-06-23
  • S65 Uniform Investment Adviser Law Examination
    1996-12-19
  • S63 Uniform Securities Agent State Law Examination
    1995-06-23
Designations
  • Certified Financial Planner
Other Names
  • Matt Boyce

View on SEC IAPD

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