Beth A Boylan is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2021-06-03 | present | Yes |
| AVALON WEALTH ADVISORY, INC. | 2019-08-29 | 2021-01-07 | — |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2016-05-19 | 2019-06-10 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2013-10-03 | 2016-04-22 | — |
| CHARLES SCHWAB & CO., INC. | 2007-07-20 | 2013-10-03 | — |