Nicholas Thomas Boyd

Employer firm

Calvert Wealth Management, Inc. CRD 115639

$190M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING

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

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

Current Employers

Employment History

• 02/2018 → Present
  Calvert Wealth Management, Inc.
  Dunkirk, MD
• 06/2017 → 02/2018
  Addison Group
  Washington, DC
• 08/2013 → 05/2017
  American University
  Washington, DC
• 10/2020 → Present
  Apw Capital, Inc.
  Rockaway, NJ

Other Businesses

Calvert Wealth Management (RIA), Dunkirk, MD - Investment Advisor Representative, as of February 2018

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-01-29
• S65 Uniform Investment Adviser Law Examination
  2018-11-08