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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

KENNETH RUSSELL BOYD

Advisor at REALTA INVESTMENT ADVISORS, INC

WILLOUGHBY, OH | WILMINGTON, DE

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Search this name across graphsid dfx:ria:4f6f0796-443b-d4fc-65d4-25526ff5f261

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 28, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REALTA INVESTMENT ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 20, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 20, 2000
First registration: Jul 28, 2000
Dual registered: yes, broker-dealer
Other names: KENNETH R III BOYD
IAPD individual key: 2156704

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Dec 14, 2021	n/a	yes	WILMINGTON, DE\|WILLOUGHBY, OH	Current employment
TRIAD ADVISORS, LLC	Former SEC adviser	Apr 15, 2010	Dec 16, 2021	no	ATLANTA, GA\|INDEPENDENCE, OH\|Tampa, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 6, 2008	Apr 12, 2010	no	WILLOUGHBY, OH\|MENTOR, OH	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	May 8, 2008	no	CLEVELAND, OH	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 21, 2006	Apr 2, 2007	no	CLEVELAND, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 28, 2000	Feb 24, 2006	no	MENTOR, OH\|PEPPER PIKE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIAD ADVISORS, LLC	REALTA INVESTMENT ADVISORS, INC	Dec 16, 2021	Dec 14, 2021	-2	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	TRIAD ADVISORS, LLC	Apr 12, 2010	Apr 15, 2010	3	Firm change	Other
MORGAN STANLEY & CO. LLC	WELLS FARGO ADVISORS	May 8, 2008	May 6, 2008	-2	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY DW INC.	Feb 24, 2006	Feb 21, 2006	-3	Firm change	Other

Relationships

Registered with (6)

→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: current employment
Dec 14, 2021 to presentfactForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 15, 2010 to Dec 16, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 6, 2008 to Apr 12, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to May 8, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 21, 2006 to Apr 2, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 28, 2000 to Feb 24, 2006factForm ADV

Dated events

No dated event names this entity yet.