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Amy Ray Boyd

Mercer Global Advisors Inc.

Raleigh, NC

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-02-22
TX RA APPROVED 2022-02-22
  • NC RA
    APPROVED
    Since 2022-02-22
  • TX RA
    APPROVED
    Since 2022-02-22

Branch Locations

8352 Six Forks Road, Suite 201, Raleigh, NC 27615 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Self-Employed Raleigh NC 01/2009 12/2019
Wrenn Financial Strategies, Inc. Raleigh NC 01/2020 12/2021
Mercer Global Advisors Inc. Raleigh NC 01/2022 Present
  • 01/2009 → 12/2019
    Self-Employed
    Raleigh, NC
  • 01/2020 → 12/2021
    Wrenn Financial Strategies, Inc.
    Raleigh, NC
  • 01/2022 → Present
    Mercer Global Advisors Inc.
    Raleigh, NC
Previous Registrations
  • 2020-12-11 → 2022-03-29
    Wrenn Financial Strategies, Inc.
    Raleigh, NC
  • 2006-07-13 → 2009-11-10
    Wrenn Financial Strategies, Inc.
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-12
  • S65 Uniform Investment Adviser Law Examination
    2006-07-12
Designations
Other Names
  • Amy K. Ray
  • Amy R. Boyd

View on SEC IAPD

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TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
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OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
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