Financial advisor
Cynthia Boyle
Now at Osaic · Freehold Wealth Management · Landrum, SC
Registered as CYNTHIA MARESCA BOYLE
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Freehold Wealth Management | Stifel Independent Advisors | Osaic | Lateral | October 22, 2026 | $576M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| OSAIC WEALTH, INC. | Investment adviser | April 27, 2026 | Current |
| OSAIC WEALTH, INC. | Broker-dealer | April 27, 2026 | Current |
| STIFEL INDEPENDENT ADVISORS, LLC | Investment adviser | November 8, 2021 | May 7, 2026 |
| STIFEL INDEPENDENT ADVISORS, LLC | Broker-dealer | November 8, 2021 | May 7, 2026 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Investment adviser | February 15, 2013 | November 10, 2021 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | February 15, 2013 | November 10, 2021 |
| RAYMOND JAMES & ASSOCIATES, INC. | Investment adviser | February 29, 2000 | February 27, 2013 |
| RAYMOND JAMES & ASSOCIATES, INC. | Broker-dealer | January 21, 1986 | February 27, 2013 |
| SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED | Broker-dealer | January 9, 1979 | February 11, 1986 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | September 26, 1978 | March 21, 1979 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. | Broker-dealer | September 1, 1977 | March 21, 1979 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.