GB
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Gary Boyt

26 Years of Experience
7 Disclosures

Gary Boyt is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 26 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2018
Settled
Judgment / Lien
August 2011
Judgment / Lien
March 2010
Judgment / Lien
May 2009
Judgment / Lien
July 2008
Customer Dispute
November 2002
Denied
Criminal
July 1977
Final Disposition
Other Business Activities

Gary is the owner/president of a tax preparation business since 2021, preparing tax returns for individuals and small businesses. This non-investment related activity takes about 10% of Gary's time during regular business hours.

Employment History
Current Registrations
Nfsg Corporation
May 2020 - Present · 5 yrs 11 mos
Previous Registrations
Newbridge Securities CorporationBroker
April 2020 - October 2023 · 3 yrs 6 mos
International Assets Advisory, LLCBroker
December 2019 - March 2020 · 3 mos
Cambridge Investment Research Advisors, INC.
January 2013 - December 2019 · 6 yrs 11 mos
Cambridge Investment Research Advisors, INC.
July 2010 - December 2012 · 2 yrs 5 mos
Cambridge Investment Research, INC.Broker
July 2010 - December 2019 · 9 yrs 5 mos
LPL Financial Corporation
August 2006 - July 2010 · 3 yrs 11 mos
LPL Financial CorporationBroker
November 2002 - July 2010 · 7 yrs 8 mos
Commonwealth Financial Network
October 2001 - November 2002 · 1 yr 1 mo
Commonwealth Financial NetworkBroker
August 2000 - November 2002 · 2 yrs 3 mos
Pruco Securities CorporationBroker
April 1999 - July 2000 · 1 yr 3 mos
State Registrations2 states
MARI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.