Brian Boyd has been Managing Member of Boyd Wealth Management since May 2018, is a control person of the firm and directly owns between 50% and 75% of it. Brian Boyd holds a Degree in Business with a concentration in Finance from California State University, Sacramento.
Boyd Wealth Management, LLC is a Sacramento, CA firm with $410M under management, 162 clients and 5 advisers in one office, as of its March 2026 filing.
Brian A Boyd is Managing Partner of Boyd Wealth Management, based in Sacramento, California. He has more than 29 years of experience in the financial services industry and previously worked as a wealth advisor at Northwestern Mutual for more than 20 years. He specializes in comprehensive wealth management and business retirement planning.
Brian Boyd’s longest registration was 10 years at Northwestern Mutual Investment Services,llc (2007–2018). Before joining Boyd Wealth Management in 2018, Brian Boyd was registered through Northwestern Mutual Investment Services,llc.
- Boyd Wealth Management, LLCCurrent– present · 8 yearsSacramento, CA · Adviser representative · Firm CRD 293990
- Northwestern Mutual Investment Services,llc– · 10 yearsSacramento, CA · Adviser representative · Firm CRD 2881
- Northwestern Mutual Investment Services,llc– · under a yearSacramento, CA · Adviser representative · Firm CRD 2881
Professional designations
Listed by Boyd Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Brian Boyd is registered as an investment adviser representative in California, since May 2018.
- CaliforniaSince 11 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 January 2007 |
| Series 7 | General Securities Representative Examination | 8 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 August 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Adam Boyd
- CRD
- 3091368
- Firm
- Boyd Wealth Management · CRD 293990
- Role
- Managing Member
- Office
- 1545 RIVER PARK DRIVE, SUITE 202, Sacramento, CA 95815
- Registration
- Investment adviser registration
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boyd-wealth.com
Where does Brian Boyd work?
Brian Boyd has been Managing Member of Boyd Wealth Management, LLC since May 2018, and is a control person of the firm.
Is Brian Boyd a financial advisor?
Yes. Brian Boyd has a current investment-adviser registration in California, through Boyd Wealth Management since May 2018.
How many years of experience does Brian Boyd have?
Brian Boyd has 28 years in the financial industry, since August 1998, across 2 adviser firms.
What exams has Brian Boyd passed?
Brian Boyd has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in August 1998. FINRA credited Brian Boyd with the SIE, which began in October 2018.
Where did Brian Boyd work before Boyd Wealth Management?
Before Boyd Wealth Management, Brian Boyd was registered through Northwestern Mutual Investment Services,llc, February 2007 to July 2007.
Where is Brian Boyd based?
Brian Boyd’s registered office is in Sacramento, CA.
Is Brian Boyd registered with FINRA?
No. Brian Boyd has no current broker registration.
Is Brian Boyd a CFP?
Boyd Wealth Management lists Brian Boyd with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brian Boyd’s record?
Search CRD 3091368 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Boyd’s full registration record.
