Tristan Boyd is a registered investment advisor, based in Austin, TX, with 3 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Services, LLC
February 2025 - Present · 1 yr 3 mos
Kestra Advisory Services, LLC
February 2025 - Present · 1 yr 3 mos
Kestra Investment Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Fisher Investments
July 2024 - October 2024 · 3 mos
Charles Schwab & CO., INC.
August 2023 - July 2024 · 11 mos
Charles Schwab & CO., INC.Broker
June 2023 - July 2024 · 1 yr 1 mo
TD Ameritrade Investment Management, LLC
November 2022 - September 2023 · 10 mos
TD Ameritrade, INC.Broker
April 2022 - December 2023 · 1 yr 8 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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.