Paul Boyd has been an investment adviser representative at ClearPath Capital Partners since August 1999, and is not listed among the firm’s executive officers or direct owners. Paul Boyd holds a Bachelor of Arts degree in politics: econ/law from the University of California, Santa Cruz.
Clearpath Capital Partners LLC is a Menlo Park, CA firm with $161M under management, 61 clients and 3 advisers across 4 offices, as of its April 2026 filing.
Paul Boyd is Founder of ClearPath Capital Partners LLC, based in Menlo Park, California. He has spent his career in the wealth management industry, developing and managing investment advisor businesses in Silicon Valley. Before founding ClearPath he was a portfolio manager at Bear Stearns, and earlier he helped establish a West Coast advisor business for Josepthal and Company.
- – present · 27 yearsCarnelian Bay, CA · Adviser representative · Firm CRD 111756
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 1999 |
| Series 24 | General Securities Principal Examination | 6 October 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 February 1988 |
| Series 7 | General Securities Representative Examination | 17 October 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul James Boyd
- CRD
- 1745529
- Firm
- ClearPath Capital Partners · CRD 111756
- Office
- Carnelian Bay, CA
- Registration
- Investment adviser registration
- In the industry since
- March 1988
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clearpathcapital.com
Where does Paul Boyd work?
Paul Boyd is an investment adviser representative registered through Clearpath Capital Partners LLC since August 1999, and is not listed among the firm’s executive officers or direct owners.
Is Paul Boyd a financial advisor?
Yes. Paul Boyd has a current investment-adviser registration, through ClearPath Capital Partners since August 1999.
How many years of experience does Paul Boyd have?
Paul Boyd has 38 years in the financial industry, since March 1988, across 1 adviser firm.
What exams has Paul Boyd passed?
Paul Boyd has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in October 1987.
Where is Paul Boyd based?
Paul Boyd’s registered office is in Carnelian Bay, CA.
Is Paul Boyd registered with FINRA?
No. Paul Boyd has no current broker registration.
How can I verify Paul Boyd’s record?
Search CRD 1745529 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Boyd’s full registration record.
