Brian Patrick Boyd

Employer firm

Warner Wealth CRD 334877

$458M 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

• 10/2022 → Present
  Warner Wealth
  Shelton, CT
• 07/2022 → 09/2022
  Vineyard Gazette
  Edgartown, MA
• 06/2000 → 06/2022
  Shore Publishing Llc
  Madison, CT
• 04/2024 → Present
  Lpl Financial Llc
  Shelton, CT

Other Businesses

1) 05/06/2024 - Warner Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 10/16/2023 2) 07/15/2025 - Warner Wealth - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start date: 04/01/2025. I provide investment advisory services through Warner Wealth, an independent investment advisor firm. I started this business activity in 04/2025. I expect to spend approximately 173 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-20