Joseph Boyd has been Managing Member, Chief Executive Officer, & Chief Compliance Officer of Boyd Capital Management since October 2020, is a control person of the firm and directly owns between 50% and 75% of it.
Boyd Capital Management LLC is a Rochester, NY firm with $168M under management, 281 clients and 2 advisers in one office, as of its September 2026 filing.
Joseph Boyd is Managing Partner and Financial Advisor of Boyd Capital. He began his career as a QA/QC chemist and later worked as a project engineer before becoming a financial advisor.
Investment adviser representative registrations
Joseph Boyd is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from April 2021; the most recent is Texas, in January 2025.
- New YorkSince 31 May 2021
- OhioSince 4 April 2021
- PennsylvaniaSince 5 April 2021
- TexasResidentSince 3 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 September 2010 |
| Series 7 | General Securities Representative Examination | 26 August 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Aaron Boyd
- CRD
- 5715005
- Firm
- Boyd Capital Management · CRD 312070
- Role
- Managing Member, Chief Executive Officer, & Chief Compliance Officer
- Office
- 400 LINDEN OAKS, SUITE 120, Rochester, NY 14625
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boydcapital.com
Where does Joseph Boyd work?
Joseph Boyd has been Managing Member, Chief Executive Officer, & Chief Compliance Officer of Boyd Capital Management LLC since October 2020, and is a control person of the firm.
Is Joseph Boyd a financial advisor?
Yes. Joseph Boyd has a current investment-adviser registration in New York, Ohio, Pennsylvania and Texas, through Boyd Capital Management since April 2021.
How many years of experience does Joseph Boyd have?
Joseph Boyd has 16 years in the financial industry, since August 2010, across 1 adviser firm.
What exams has Joseph Boyd passed?
Joseph Boyd has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2010. FINRA credited Joseph Boyd with the SIE, which began in October 2018.
Where is Joseph Boyd based?
Joseph Boyd’s registered office is in Rochester, NY.
Is Joseph Boyd registered with FINRA?
No. Joseph Boyd has no current broker registration.
How can I verify Joseph Boyd’s record?
Search CRD 5715005 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Boyd’s full registration record.