James A. Boyle
Also appears in the source record as: James A Boyle; James Boyle
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 7TOSIESeries 6Series 65Series 63
- Registered states (13)
- California · Florida · Illinois · Massachusetts · Nevada · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Vermont · Virginia
- Years in the industry (source record)
- 10
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (9)
From the source registration record · current first
-
start not retrieved → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsBridgewater, NJ · IA capacityApr 25, 2022 → Mar 31, 2025
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Cetera Investment Advisers LLCFort Lee, NJ · IA capacityJul 23, 2020 → Oct 22, 2021
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Cetera Investment Services LLCFort Lee, NJ · BC capacityJul 20, 2020 → Oct 22, 2021
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Lpl Financial LLCCranford, NJ · IA capacityJun 25, 2019 → Aug 20, 2020
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Lpl Financial LLCCranford, NJ · BC capacityMay 17, 2019 → Aug 20, 2020
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Mml Investors Services, LLCCranford, NJ · BC capacityJun 13, 2016 → May 21, 2019
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Signator Investors, Inc.Newtown, PA · BC capacityNov 19, 2015 → Jun 10, 2016
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.