Morgan Stanley
43yrs
Top advisor by experience in Madison
2yrs
Based in Madison, Connecticut, Brian Boyd is a fiduciary financial advisor with 2 years of industry experience. Brian has been with Warner Wealth since 2025. Warner Wealth offers financial planning and investment management and is paid through a percentage of assets.
One of 114 advisors with offices in Madison, and one of 111 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office869 Boston Post Road, Madison, CT 06443
FirmWarner Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$599,978
Advisors at the firm9
States licensed ?1 state
Services through Warner Wealth
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowWarner WealthCurrent firm
Contact Brian
(203) 929-2727Warner Wealth main office 869 Boston Post RoadMadison, CT 06443Office · Get directions LinkedIn pageWarner Wealth
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Brian
How do I contact Brian?
Call Warner Wealth at (203) 929-2727 and ask for Brian Boyd. Brian works from the Madison, CT office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Warner Wealth reports being paid by a percentage of the assets they manage. Ask Brian 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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