Donald A Boyd

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2016 → 07/2021
  Citigroup
  New York, NY
• 08/2021 → Present
  Lpl Financial, Llc
  Brooklyn, NY

Previous Registrations

• 2016-08-05 → 2021-08-04
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Fort Lee, NJ
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Stamford, CT
  New York, NY
  New York, NY
• 2010-09-30 → 2016-08-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lee, NJ
  New York, NY
• 2009-06-09 → 2009-10-01
  Td Ameritrade, Inc.
  New York, NY
• 2009-06-09 → 2009-10-01
  Td Ameritrade Investment Management, Llc
  New York, NY
• 2008-10-15 → 2009-01-05
  Harrisdirect Llc
  Arlington, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-05
• S63 Uniform Securities Agent State Law Examination
  1997-01-20

Other Names

• Donald A Boyd
• Donald Boyd
• Donald Alec Boyd