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BF

Boyd W. Fellows

Some features on this profile are disabled
CRD#: 1850036
BF

Professional summary

Being a previously registered professional could mean that this person 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.

Boyd Williams Fellows JR, who also goes by Boyd Fellows, was a registered financial professional .

Boyd is a previously registered financial professional and started their career in finance in 1988. Boyd had worked at 8 firms and has passed the Series 63, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Boyd Fellows

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.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 2, 2010 - September 19, 2014

STARWOOD CAPITAL, L.L.C.

BD
CRD#: 146057
GREENWICH, CT
Past

October 6, 2010 - October 12, 2010

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

June 16, 2008 - September 9, 2008

COUNTRYWIDE SECURITIES CORPORATION

BD
CRD#: 10598
CALABASAS, CA
Past

August 25, 2004 - May 22, 2006

COUNTRYWIDE SECURITIES CORPORATION

BD
CRD#: 10598
CALABASAS, CA
Past

October 19, 2000 - May 25, 2001

SCUDDER WEISEL CAPITAL, LLC

BD
CRD#: 104088
SAN FRANCISCO, CA
Past

July 14, 1999 - May 18, 2000

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

March 21, 1994 - September 15, 1997

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

November 23, 1988 - March 18, 1994

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

July 13, 1988 - March 18, 1994

MORGAN STANLEY MARKET PRODUCTS INC.

BD
CRD#: 19794
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/18/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/27/2004
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/25/1992
General Securities Sales Supervisor Examination (Options Module & General Module)

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)
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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
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

Red Flags

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.

Company Information

STARWOOD CAPITAL, L.L.C.

CRD#: 146057

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