AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BF

Boyd Williams Fellows Jr

CRD# 1850036·Registered 1988 - 2014
Previously Registered: Being a previously registered professional could mean that Boyd is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Boyd Williams Fellows JR, who also goes by Boyd Fellows, was a registered financial advisor. Boyd was a previously registered financial professional and started their career in finance 1988 - 2014. Boyd had worked at 8 firms and has passed the Series 63, Series 7, Series 24 and Series 8 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Boyd Fellows

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

38 years in the financial services industry

Current & Past Employments

STARWOOD CAPITAL, L.L.C.·CRD# 146057
BD
Greenwich, CT
December 2, 2010 - September 19, 2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
St. Louis, MO
October 6, 2010 - October 12, 2010
COUNTRYWIDE SECURITIES CORPORATION·CRD# 10598
BD
Calabasas, CA
June 16, 2008 - September 9, 2008
COUNTRYWIDE SECURITIES CORPORATION·CRD# 10598
BD
Calabasas, CA
August 25, 2004 - May 22, 2006
SCUDDER WEISEL CAPITAL, LLC·CRD# 104088
BD
San Francisco, CA
October 19, 2000 - May 25, 2001
THOMAS WEISEL PARTNERS LLC·CRD# 46237
BD
San Francisco, CA
July 14, 1999 - May 18, 2000
NOMURA SECURITIES INTERNATIONAL, INC.·CRD# 4297
BD
New York, NY
March 21, 1994 - September 15, 1997
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
November 23, 1988 - March 18, 1994
MORGAN STANLEY MARKET PRODUCTS INC.·CRD# 19794
BD
New York, NY
July 13, 1988 - March 18, 1994

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

SC
STARWOOD CAPITAL, L.L.C.

591 CAPITAL SECURITIES, L.L.C. | STARWOOD CAPITAL, L.L.C.

CRD#: 146057 / SEC#: 8-67788
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

591 West Putnam Avenue, Greenwich, CT 06830

Mailing Address

591 West Putnam Avenue, Greenwich, CT 06830

Phone Number

(203) 422-7775

Established

Delaware since 08/02/2007

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STARWOOD CAPITAL GROUP HOLDINGS, L.P.MEMBER—
BOULIER, CHARLES JOSEPHFINOP6766152
GUTTIN, MATTHEW SCOTTCEO/CCO5801291
STARWOOD CAPITAL GROUP HOLDINGS GP, L.L.C.MANAGER—

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2005About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Aug 2004About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2004About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Mar 1992

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
BF
Follow Boyd
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required