John Boyd has been Treasurer/Chief Compliance Officer of Boyd Financial Strategies since December 1995, is a control person of the firm and directly owns between 25% and 50% of it. John Boyd holds a Master's degree in biomedical engineering from Worcester Polytechnic Institute.
Boyd Financial Strategies, Inc. is an Auburn, MA firm with $140M under management, 149 clients and 3 advisers across 2 offices, as of its March 2026 filing.
John Boyd is Principal Investment Adviser of Boyd Financial Strategies, Inc., based in Auburn, MA. He joined Rosemarie Boyd in 1985 and serves as the firm's principal Investment Adviser. He is responsible for all investment counseling services, portfolio strategy and regulatory compliance.
- – present · 30 yearsWorcester, MA · Adviser representative · Firm CRD 107505
Professional designations
Listed by Boyd Financial Strategies
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
John Boyd is registered as an investment adviser representative in Massachusetts, since April 1996.
- MassachusettsSince 11 April 1996
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 8 May 1985 |
| Series 7 | General Securities Representative Examination | 20 April 1985 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Robert Boyd
- CRD
- 1361880
- Firm
- Boyd Financial Strategies · CRD 107505
- Role
- Treasurer/Chief Compliance Officer
- Office
- 255 PARK AVENUE, SUITE 1000, Worcester, MA 01609
- Registration
- Investment adviser registration
- In the industry since
- April 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boydstrategy.com
Where does John Boyd work?
John Boyd has been Treasurer/Chief Compliance Officer of Boyd Financial Strategies, Inc. since December 1995, and is a control person of the firm.
Is John Boyd a financial advisor?
Yes. John Boyd has a current investment-adviser registration in Massachusetts, through Boyd Financial Strategies since April 1996.
How many years of experience does John Boyd have?
John Boyd has 30 years in the financial industry, since April 1996, across 1 adviser firm.
What exams has John Boyd passed?
John Boyd has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 1985.
Where is John Boyd based?
John Boyd’s registered office is in Worcester, MA.
Is John Boyd registered with FINRA?
No. John Boyd has no current broker registration.
Is John Boyd a CFP?
Boyd Financial Strategies lists John Boyd with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Boyd’s record?
Search CRD 1361880 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Boyd’s full registration record.