Joseph O'Boyle has been President and Chief Compliance Officer of O'Boyle Wealth Management since May 2018, is a control person of the firm and directly owns 75% or more of it. Joseph O'Boyle holds a Bachelor's Degree in Business Economics from the University of California, Los Angeles (UCLA).
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.
Joe O'Boyle is Principal of O'Boyle Wealth Management in Beverly Hills, California, which he founded. The firm specializes in working with business owners and founders through a company sale or liquidity event. He has been working as a financial planner for twenty years and writes wealth management columns for Money.com and U.S. News.
Joseph O'Boyle’s longest registration was 8 years at Voya Financial Advisors, Inc. (2009–2018). Before joining O'Boyle Wealth Management in 2018, Joseph O'Boyle was registered through Voya Financial Advisors, Inc.
- – present · 8 yearsBeverly Hills, CA · Adviser representative · Firm CRD 292849
- Voya Financial Advisors, Inc.– · 8 yearsBeverly Hills, CA · Adviser representative · Firm CRD 2882
Professional designations
Listed by O'Boyle Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joseph O'Boyle is registered as an investment adviser representative in 2 states. Each was approved in May 2018.
- CaliforniaSince 9 May 2018
- TexasSince 9 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 23 July 2004 |
| Series 24 | General Securities Principal Examination | 12 March 2004 |
| Series 66 | Uniform Combined State Law Examination | 25 September 2003 |
| Series 7 | General Securities Representative Examination | 11 July 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 February 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 February 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Anthony O'Boyle
- CRD
- 4628385
- Firm
- O'Boyle Wealth Management · CRD 292849
- Role
- President and Chief Compliance Officer
- Office
- 9701 Wilshire Blvd, 10th Floor, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oboylewm.com
Where does Joseph O'Boyle work?
Joseph O'Boyle has been President and Chief Compliance Officer of O'Boyle Wealth Management, Inc. since May 2018, and is a control person of the firm.
Is Joseph O'Boyle a financial advisor?
Yes. Joseph O'Boyle has a current investment-adviser registration in California and Texas, through O'Boyle Wealth Management since May 2018.
How many years of experience does Joseph O'Boyle have?
Joseph O'Boyle has 23 years in the financial industry, since February 2003, across 2 adviser firms.
What exams has Joseph O'Boyle passed?
Joseph O'Boyle has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 66, Series 24 and Series 51. The earliest, the Series 6, was passed in February 2003. FINRA credited Joseph O'Boyle with the SIE, which began in October 2018.
Where is Joseph O'Boyle based?
Joseph O'Boyle’s registered office is in Beverly Hills, CA.
Is Joseph O'Boyle registered with FINRA?
No. Joseph O'Boyle has no current broker registration.
Is Joseph O'Boyle a CFP?
O'Boyle Wealth Management lists Joseph O'Boyle with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joseph O'Boyle’s record?
Search CRD 4628385 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph O'Boyle’s full registration record.