Skip to content
Ralph Boyd, portrait

Ralph Boyd

Member/Manager at Allegheny Financial Group in Pittsburgh, PA

Investment adviser registrationUpdated

Ralph Boyd is Member/Manager of Allegheny Financial Group, an investment adviser managing $5.59B, and works from its Pittsburgh, PA office. Ralph Boyd has been registered as an investment adviser representative through Allegheny Financial Group since 13 March 2013, has 28 years in the industry across 2 firms and has passed the Series 7, Series 63, Series 65 and Series 24.

28
Years in industry
13
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Ralph Boyd has been Member/Manager of Allegheny Financial Group since November 2007, is a control person of the firm and directly owns between 5% and 10% of it. Ralph Boyd holds a Bachelor's Degree in Business from Robert Morris University and an Associate's Degree in Electrical Engineering Technology from Penn State University.

Allegheny Financial Group is a Pittsburgh, PA firm with $5.59B under management, 3,971 clients and 28 advisers in one office, as of its August 2026 filing.

Ralph Boyd’s longest registration was 17 years at Allegheny Investments, LTD. (2007–2024). Before joining Allegheny Financial Group in 2013, Ralph Boyd was registered through Allegheny Investments, LTD.

  1. – present · 13 years
    Pittsburgh, PA · Adviser representative · Firm CRD 104690
  2. Allegheny Investments, LTD.
    – · 17 years
    Harmony, PA · Adviser representative · Firm CRD 7597

Credentials and registrations

Professional designations

Listed by Allegheny Financial Group

  • CFP® Practitioner

Investment adviser representative registrations

Ralph Boyd is registered as an investment adviser representative in Pennsylvania, since March 2013.

  • PennsylvaniaSince 13 March 2013

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 2417 December 2008
Name
General Securities Principal Examination
Series 659 January 2004
Name
Uniform Investment Adviser Law Examination
Series 631 June 1998
Name
Uniform Securities Agent State Law Examination
Series 730 April 1998
Name
General Securities Representative Examination

Key facts

Full name
Ralph Samuel Boyd
CRD
3034257
Firm
Allegheny Financial Group · CRD 104690
Role
Member/Manager
Office
STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100, Pittsburgh, PA 15237
Registration
Investment adviser registration
In the industry since
August 1998
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Ralph Boyd work?

Ralph Boyd has been Member/Manager of Allegheny Financial Group since November 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

Is Ralph Boyd a financial advisor?

Yes. Ralph Boyd has a current investment-adviser registration in Pennsylvania, through Allegheny Financial Group since March 2013.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Ralph Boyd have?

Ralph Boyd has 28 years in the financial industry, since August 1998, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Ralph Boyd passed?

Ralph Boyd has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in April 1998. FINRA credited Ralph Boyd with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Ralph Boyd based?

Ralph Boyd’s registered office is in Pittsburgh, PA.

Source: IAPD individual record, checked 22 October 2026

Is Ralph Boyd registered with FINRA?

No. Ralph Boyd has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Ralph Boyd a CFP?

Allegheny Financial Group lists Ralph Boyd with the CFP credential (“CFP® Practitioner”) on its website. CFP Board confirms certification status.

Source: Ralph S. Boyd, Jr. biography, alleghenyfinancial.com

How can I verify Ralph Boyd’s record?

Search CRD 3034257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ralph Boyd’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Allegheny Financial Group

Sources

  1. IAPD individual record, CRD 3034257, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Allegheny Financial Group, filed 24 August 2026. Title, control and ownership bands.
  3. Allegheny Financial Group team page. Biography, education, credentials, awards and the portrait, reproduced for identification.