Morgan Stanley
47yrs
Top advisor by experience in Springfield
40yrs
Daniel Boyle
Full name on record: Daniel Patrick Boyle
Financial advisor at Schwerin Boyle Capital Management
Based in Springfield, Massachusetts, Daniel Boyle is a fiduciary financial advisor with 40 years of industry experience. Daniel joined Schwerin Boyle Capital Management in 1994, a firm offering investment management and private fund management. Daniel holds the CFA designation.
One of 200 advisors with offices in Springfield, and one of 187 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience nationwide
OfficeOne Monarch Place, Suite 700 1414 Main Street, Springfield, MA 01144
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$4.18 million
Advisors at the firm4
States licensed ?1 state
Services through Schwerin Boyle Capital Management
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1994 – nowSchwerin Boyle Capital Management, Inc.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Schwerin Boyle Capital Management at 413-784-0990 and ask for Daniel Boyle. Daniel works from the Springfield, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1986, about 40 years. Top 4% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Schwerin Boyle Capital Management reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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