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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RF

Robert J. Fekishazy

CRESCENT SECURITIES GROUP
PLANO, TX 75093
Some features on this profile are disabled
CRD#: 2762429
RF
Robert Julius Fekishazy JRCRESCENT SECURITIES GROUP

Professional summary

Robert Julius Fekishazy JR, who also goes by Bobby Fekishazy, Robert Julius Fekishazy, Robert Fekishazy, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1996. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Aliases

Bobby Fekishazy | Robert Julius Fekishazy | Robert Fekishazy

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) - BD

Click below to view Robert Julius Fekishazy JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

August 3, 2026 - Present

CRESCENT SECURITIES GROUP, INC.

Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093
BD
CRD#: 114993
PLANO, TX
Past

August 12, 2019 - August 3, 2026

D.H. HILL SECURITIES, LLLP

BD
CRD#: 41528
Kingwood, TX
Past

January 2, 2018 - January 29, 2018

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
Houston, TX
Past

September 18, 2013 - November 9, 2017

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

December 1, 2000 - September 23, 2011

WFG INVESTMENTS, INC.

BD
CRD#: 22704
HOUSTON, TX
Past

September 28, 2000 - January 2, 2001

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

July 3, 1996 - October 26, 2000

D.E. FREY & COMPANY, INC.

BD
CRD#: 23595
DENVER, CO

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(8/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/25/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/28/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/16/1998
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/27/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CRESCENT SECURITIES GROUP, INC.
CRESCENT SECURITIES GROUP, INC.

CRD#: 114993 / SEC#: , 8-53457

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Loading...

Contact information

Main Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Mailing Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Phone number
(972) 490-0150
Established
Texas since 04/10/2001
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
D2 EQUITY HOLDINGS, INC.SHAREHOLDER
DUREN, TRAVIS NICKDIRECTOR/PRESIDENT/SECRETARY/CCO1589445
STERLING, DONALD WILLIAMFINOP
TRAVIS, RUSSELL WARRENVICE PRESIDENT2759751

Disclosures

Regulatory Event2

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

CRESCENT SECURITIES GROUP, INC.

CRD#: 114993Plano, TX 75093

TRUST BUT VERIFY

Monitor Robert Fekishazy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
RICHARDSON, TX
David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
GRAPEVINE, TX
JM
Jonathan MeaneyAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
Dallas, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.