Charles D Boyd

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Peachtree City, GA
• 02/2013 → Present
  Bank Of America, N.A.
  Peachtree City, GA

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CHARLES BOYD INVESTMENT RELATED: NO ADDRESS OF BUSINESS: NEWNAN, GEORGIA 30265 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 1/31/2013 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM REFERRING LEADS TO A CONTRACTOR AND WILL RECEIVE A 5% FEE FOR DOING SO. I*: 2430316 Entity Type: Fiduciary Role Name of OBA: S. D B. Address: Washington, DC 20020 Investment Related: No Position, Title, Association: POA Employee Start Date: 4/29/2025 Number of Hours: 3 hrs wkly Number of Hours during trading: 3 hrs wkly Duties: POA for parents

Exams

• S66 Uniform Combined State Law Examination
  2012-11-07
• S63 Uniform Securities Agent State Law Examination
  1999-07-07

Other Names

• Chuck Boyd
• Chuck Boyd
• Charles Daniel Boyd