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James Richard Boyle

ADP Broker-Dealer, Inc.

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About James Richard Boyle

James Richard Boyle is a financial professional with over 18 years of experience in the financial services industry. He is currently registered with ADP Broker-Dealer, Inc. His previous experience includes a role at Morgan Stanley & Co., Incorporated. James holds the Series 7 and SIE licenses.

Firm Information

James Boyle is currently registered with ADP Broker-Dealer, Inc.. ADP Broker-Dealer, Inc. is a corporation formed in July 1994. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

755

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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James Boyle’s Registration & Firm History

NJ

01/12/2010 - Present

ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)

NY

05/05/2004 - 01/15/2008

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Richard Boyle.
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