Carol O'Boyle has been an investment adviser representative at O'Boyle Wealth Management since August 2019, and is not listed among the firm’s executive officers or direct owners.
O'Boyle Wealth Management, Inc. is a Beverly Hills, CA firm with $444M under management, 410 clients and 5 advisers in one office, as of its March 2026 filing.
- – present · 7 yearsBeverly Hills, CA · Adviser representative · Firm CRD 292849
Investment adviser representative registrations
Carol O'Boyle is registered as an investment adviser representative in California, since August 2019.
- CaliforniaSince 12 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carol Ashling O'Boyle
- CRD
- 6231965
- Firm
- O'Boyle Wealth Management · CRD 292849
- Office
- 9701 WILSHIRE BOULEVARD, 10TH FLOOR, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Carol O'Boyle work?
Carol O'Boyle is an investment adviser representative registered through O'Boyle Wealth Management, Inc. since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is Carol O'Boyle a financial advisor?
Yes. Carol O'Boyle has a current investment-adviser registration in California, through O'Boyle Wealth Management since August 2019.
How many years of experience does Carol O'Boyle have?
Carol O'Boyle has 7 years in the financial industry, since August 2019, across 1 adviser firm.
What exams has Carol O'Boyle passed?
Carol O'Boyle passed the Series 65 in August 2019.
Where is Carol O'Boyle based?
Carol O'Boyle’s registered office is in Beverly Hills, CA.
Is Carol O'Boyle registered with FINRA?
No. Carol O'Boyle has no current broker registration.
How can I verify Carol O'Boyle’s record?
Search CRD 6231965 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carol O'Boyle’s full registration record.
