Rosemarie Boyd has been President/Secretary of Boyd Financial Strategies since August 2022, is not listed as a control person, but directly owns between 25% and 50% of the firm. Rosemarie Boyd holds a Bachelor of Arts in political science from Northeastern University.
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.
Rosemarie Boyd is Founder & Corporate President of Boyd Financial Strategies, Inc., based in Auburn, MA. She founded the firm and served as its principal Financial Planner until her retirement in August of 2022. She continues as corporate President and retains an ownership interest in the firm.
Rosemarie Boyd’s longest registration was 18 years at Boyd Financial Strategies, Inc. (2004–2023).
- Boyd Financial Strategies– · under a yearWorcester, MA · Adviser representative · Firm CRD 129057
Professional designations
Listed by Boyd Financial Strategies
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22 | Direct Participation Programs Representative Examination | 8 August 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 June 1983 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Rosemarie Antic Boyd
- CRD
- 1147294
- Firm
- Boyd Financial Strategies · CRD 107505
- Role
- President/Secretary
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boydstrategy.com
Where does Rosemarie Boyd work?
Rosemarie Boyd has been President/Secretary of Boyd Financial Strategies, Inc. since August 2022.
Does Rosemarie Boyd have a current investment-adviser registration?
Rosemarie Boyd has no current investment-adviser or broker registration.
What exams has Rosemarie Boyd passed?
Rosemarie Boyd has passed 3 licensing exams: the Series 6, Series 63 and Series 22. The earliest, the Series 6, was passed in June 1983.
Where was Rosemarie Boyd previously registered as an investment adviser?
Rosemarie Boyd has past investment-adviser registrations through Boyd Financial Strategies, Inc., December 2004 to May 2023; Boyd Financial Strategies, May 2004 to December 2004, across 2 firms.
Is Rosemarie Boyd registered with FINRA?
No. Rosemarie Boyd has no current broker registration.
Is Rosemarie Boyd a CFP?
Boyd Financial Strategies lists Rosemarie Boyd with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Rosemarie Boyd’s record?
Search CRD 1147294 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rosemarie Boyd’s full registration record.