Nicholas
Boyd
Calvert Wealth Management, Inc
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About this Advisor
Nicholas Boyd is a financial advisor based in Dunkirk, Maryland, working with Calvert Wealth Management, Inc. Nicholas has previously held positions at Calvert Wealth Management, Inc, Addison Group, American University, and Apw Capital, Inc. Nicholas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland. Currently, Nicholas is part of Calvert Wealth Management, Inc, which operates out of Dunkirk, Maryland. The firm has 1 office and 4 employees. The firm manages assets totaling $138.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Calvert Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Calvert Wealth Management, Inc Brokerage Details
$138,213,110
4
699
$197,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Nicholas Boyd Work History
Apw Capital, Inc
Calvert Wealth Management, Inc
Addison Group
American University
Disclosures
Please visit the SEC profile of Nicholas Boyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Calvert Wealth Management, Inc
Dunkirk, MD
Dunkirk, MD
Dunkirk, MD
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