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Brian Owen Boyle

Capstone Partners

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About Brian Owen Boyle

Brian Boyle is a financial professional with over 35 years of experience in the industry. Brian currently works as a registered representative at Capstone Partners. Brian has a long history of working at established financial firms including Raymond James & Associates, Inc., PricewaterhouseCoopers Corporate Finance LLC, D.A. Davidson & Co. and Lehman Brothers Inc. Brian holds Series 7, 24, 63, 72 and 79TO licenses. Brian is registered to conduct business in Illinois and Massachusetts.

Firm Information

Brian Boyle is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Boyle’s Registration & Firm History

FL

02/22/2021 - Present

Capstone Partners (Tampa FL)

IL

11/02/2017 - 10/21/2020

RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)

IL

12/02/2015 - 11/01/2017

PRICEWATERHOUSECOOOPERS CORPORATE FINANCE LLC (CHICAGO IL)

IL

02/01/2012 - 11/30/2015

D.A. DAVIDSON & CO. (CHICAGO IL)

IL

10/11/2000 - 03/01/2012

MCGLADREY CAPITAL MARKETS, LLC (CHICAGO IL)

NY

01/28/1999 - 09/24/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NJ

06/04/1998 - 09/29/1998

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

CT

08/19/1997 - 07/06/1998

GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)

NY

11/21/1984 - 06/13/1997

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

11/08/1988 - 10/23/1995

LEHMAN GOVERNMENT SECURITIES INC.

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Licenses & Designations

IA

Issued 05/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Owen Boyle.
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