Bruce Steven Boyle

Employer firm

Compass Financial Advisory Services, LLC CRD 316843

$527M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/1999 → 09/2022
  Summit Brokerage Services, Inc.
  Ormond Bch, FL
• 02/1996 → Present
  Compass Financial Management Group, Inc.
  Ormond Beach, FL
• 09/2022 → Present
  Compass Financial Advisory Services, Llc
  Ormond Beach, FL

Other Businesses

Compass Financial, Investment Related: Yes, Address: 880 Airport Rd, Suite 112A, Ormond Beach, FL 32174, Nature: Insurance licensed, Position: Insurance Agent, Start Date: 02/1996, Number of hours/month: 87, Securities trading hours: 87, Description: sells insurance and receives commissions for insurance product sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-03
• S63 Uniform Securities Agent State Law Examination
  1996-09-05

Other Names

• Bruce Steven Boyle