Skip to content

Brian Boyd

Investment adviser representative at Warner Group in Madison, CT

Investment adviser and broker registrationsUpdated

Brian Boyd is an investment adviser representative at Warner Group LLC, an investment adviser managing $458M, and works from its Madison, CT office. Brian Boyd has been registered through Warner Group since 3 April 2025, has 2 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

2
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Brian Boyd has been an investment adviser representative at Warner Group since April 2025, and is not listed among the firm’s executive officers or direct owners.

Warner Group LLC is a Madison, CT firm with $458M under management, 758 clients and 7 advisers across 3 offices, as of its September 2026 filing.

Brian Boyd’s longest registration is the current one, 1 year at Warner Group since 2025. Before joining Warner Group in 2025, Brian Boyd was registered through LPL Financial LLC.

  1. – present · 1 year
    Madison, CT · Adviser representative · Firm CRD 334877
  2. LPL Financial LLC
    – · under a year
    Fort Mill, SC · Adviser representative · Firm CRD 6413

Credentials and registrations

Investment adviser representative registrations

Brian Boyd is registered as an investment adviser representative in Connecticut, since April 2025.

  • ConnecticutSince 3 April 2025

Examinations

Series 6620 June 2024
Name
Uniform Combined State Law Examination
Series 7TO30 May 2024
Name
General Securities Representative Examination
SIE4 April 2024
Name
Securities Industry Essentials Examination

Key facts

Full name
Brian Patrick Boyd
CRD
7667547
Firm
Warner Group · CRD 334877
Office
869 BOSTON POST ROAD, Madison, CT 06443
Registration
Investment adviser and broker registrations
In the industry since
May 2024
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Brian Boyd work?

Brian Boyd is an investment adviser representative registered through Warner Group LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Brian Boyd a financial advisor?

Yes. Brian Boyd has a current investment-adviser registration in Connecticut, through Warner Group since April 2025.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Brian Boyd have?

Brian Boyd has 2 years in the financial industry, since May 2024, across 2 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Brian Boyd passed?

Brian Boyd has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2024.

Source: IAPD individual record, checked 23 October 2026

Where did Brian Boyd work before Warner Group?

Before Warner Group, Brian Boyd was registered through LPL Financial LLC, June 2024 to April 2025.

Source: IAPD individual record, checked 23 October 2026

Where is Brian Boyd based?

Brian Boyd’s registered office is in Madison, CT.

Source: IAPD individual record, checked 23 October 2026

Is Brian Boyd registered with FINRA?

Yes. Brian Boyd has a current broker registration, under CRD 7667547.

Source: FINRA BrokerCheck

How can I verify Brian Boyd’s record?

Search CRD 7667547 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Boyd’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Warner Group

Sources

  1. IAPD individual record, CRD 7667547, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Warner Group LLC, filed 29 September 2026. Executive officers and direct owners; this person is not among them.