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Peter John Boland

Daymark Wealth Partners, LLC

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About Peter John Boland

Peter John Boland is a registered Investment Advisor Representative with Daymark Wealth Partners, LLC, a firm that provides investment advisory services to individuals, businesses, and charitable organizations. Peter has been in the financial services industry since 1995. Peter has a deep understanding of the investment landscape and has a proven track record of helping clients achieve their financial goals. Peter holds Series 63, 65, and 7 securities licenses. Peter is committed to providing his clients with the highest level of service and expertise.

Firm Information

Peter Boland is currently registered with Daymark Wealth Partners, LLC. Daymark Wealth Partners, LLC is an investment advisor headquartered in Cincinnati, Ohio. The firm has 19 investment advisor representatives and manages $3.94 billion in assets for 6,073 accounts. Daymark Wealth Partners provides financial planning and portfolio management services to individuals, high-net-worth individuals, trusts, corporations, charitable organizations, and pension and profit-sharing plans.
Daymark Wealth Partners, LLC

9675 MONTGOMERY ROAD

CINCINNATI, OH 45242

$3.94B

Assets Under Management

Not reported

Total Clients

18

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Peter Boland’s Registration & Firm History

OH

08/12/2022 - Present

Daymark Wealth Partners, LLC (CINCINNATI OH)

OH

11/16/2007 - 06/10/2022

WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)

OH

11/30/1995 - 11/20/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)

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Licenses & Designations

IA

Issued 12/19/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Peter John Boland. Review regulatory record here.
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