Bruce Boyle has been an investment adviser representative at Compass Financial Advisory Services since October 2022, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Advisory Services, LLC is an Ormond Beach, FL firm with $527M under management, 1,031 clients and 6 advisers in one office, as of its August 2026 filing.
- – present · 4 yearsOrmond Beach, FL · Adviser representative · Firm CRD 316843
Investment adviser representative registrations
Bruce Boyle is registered as an investment adviser representative in 2 states. The first approvals date from October 2022; the most recent is Texas, in December 2023.
- FloridaSince 20 October 2022
- TexasSince 14 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 September 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 June 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bruce Steven Boyle
- CRD
- 2728694
- Firm
- Compass Financial Advisory Services · CRD 316843
- Office
- 880 AIRPORT ROAD, SUITE 112A, Ormond Beach, FL 32174
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Bruce Boyle work?
Bruce Boyle is an investment adviser representative registered through Compass Financial Advisory Services, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Bruce Boyle a financial advisor?
Yes. Bruce Boyle has a current investment-adviser registration in Florida and Texas, through Compass Financial Advisory Services since October 2022.
How many years of experience does Bruce Boyle have?
Bruce Boyle has 4 years in the financial industry, since October 2022, across 1 adviser firm.
What exams has Bruce Boyle passed?
Bruce Boyle has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 1996.
Where is Bruce Boyle based?
Bruce Boyle’s registered office is in Ormond Beach, FL.
Is Bruce Boyle registered with FINRA?
No. Bruce Boyle has no current broker registration.
How can I verify Bruce Boyle’s record?
Search CRD 2728694 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bruce Boyle’s full registration record.
