Colby Dotson has been an investment adviser representative at Boyd Wealth Management since December 2023, and is not listed among the firm’s executive officers or direct owners. Colby Dotson holds a Bachelor of Arts in Economics 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.
Colby Dotson is Wealth Advisor of Boyd Wealth Management, based in Sacramento, California. He specializes in crafting comprehensive financial plans and guiding clients through potential retirement pitfalls. He has worked in the financial services industry since 2018, with experience at Charles Schwab, Fidelity Investments and Northwestern Mutual.
Colby Dotson’s longest registration is the current one, 2 years at Boyd Wealth Management since 2023. Before joining Boyd Wealth Management in 2023, Colby Dotson was registered through Charles Schwab & Co., Inc. and TD Ameritrade Investment Management, LLC.
- Boyd Wealth Management, LLCCurrent– present · 2 yearsSacramento, CA · Adviser representative · Firm CRD 293990
- Charles Schwab & Co., Inc.– · 1 yearRoseville, CA · Adviser representative · Firm CRD 5393
- TD Ameritrade Investment Management, LLC– · 1 yearRoseville, CA · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · under a yearRoseville, CA · Adviser representative · Firm CRD 7870
- Fidelity Personal and Workplace Advisors– · 1 yearRoseville, CA · Adviser representative · Firm CRD 288590
Professional designations
Listed by Boyd Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor (CPWA®)
Investment adviser representative registrations
Colby Dotson is registered as an investment adviser representative in California, since December 2023.
- CaliforniaSince 18 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 November 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 April 2019 |
| Series 7TO | General Securities Representative Examination | 5 March 2019 |
| SIE | Securities Industry Essentials Examination | 18 January 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6784916
- Firm
- Boyd Wealth Management · CRD 293990
- Office
- 1545 RIVER PARK DRIVE, SUITE 202, Sacramento, CA 95815
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boyd-wealth.com
Where does Colby Dotson work?
Colby Dotson is an investment adviser representative registered through Boyd Wealth Management, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Colby Dotson a financial advisor?
Yes. Colby Dotson has a current investment-adviser registration in California, through Boyd Wealth Management since December 2023.
How many years of experience does Colby Dotson have?
Colby Dotson has 7 years in the financial industry, since March 2019, across 5 adviser firms.
What exams has Colby Dotson passed?
Colby Dotson has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in January 2019.
Where did Colby Dotson work before Boyd Wealth Management?
Before Boyd Wealth Management, Colby Dotson was registered through TD Ameritrade Investment Management, LLC, October 2021 to September 2023; TD Ameritrade, Inc., October 2021 to October 2022; Fidelity Personal and Workplace Advisors, September 2020 to October 2021.
Where is Colby Dotson based?
Colby Dotson’s registered office is in Sacramento, CA.
Is Colby Dotson registered with FINRA?
No. Colby Dotson has no current broker registration.
Is Colby Dotson a CFP?
Boyd Wealth Management lists Colby Dotson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Colby Dotson’s record?
Search CRD 6784916 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colby Dotson’s full registration record.
