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Keith Boyak

Actuarial Direct LLC

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About Keith Boyak

Keith Boyak is a registered Investment Advisor Representative for Actuarial Direct LLC, a firm that provides portfolio management services to individuals. Keith is also employed by Actuarial Management Corporation. Keith has been in the financial industry since 2012 and holds the Series 65 license. Keith has experience with individuals seeking financial advice and has over $7,000,000 in assets under management.

Firm Information

Keith Boyak is currently registered with Actuarial Direct LLC. Actuarial Direct LLC is an investment advisor with 2 investment advisor representatives, managing $7,000,000 in assets for 120 individual clients. They specialize in portfolio management for individuals.

$7.00M

Assets Under Management

Not reported

Total Clients

2

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Boyak’s Registration & Firm History

NV

01/01/2025 - Present

Actuarial Direct LLC (Las Vegas NV)

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Licenses & Designations

IA

Issued 11/06/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Boyak.
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