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Steven R. Boyd

CHELSEA FINANCIAL SERVICES
Wichita, KS 67218
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CRD#: 27734
SB

Professional summary


Steven Rex Boyd is a registered financial professional currently at CHELSEA FINANCIAL SERVICES located in Wichita, Kansas.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1973. Steven has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 Steven Rex Boyd'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

April 21, 2022 - Present

CHELSEA FINANCIAL SERVICES

Office #1: 1050 E1st Street, Wichita, KS 67218
BD
CRD#: 47770
Wichita, KS
Past

April 28, 2015 - April 22, 2022

FFEC WEALTH PARTNERS LLC

BD
CRD#: 16507
Wichita, KS
Past

February 2, 1995 - April 27, 2015

PERKINS, SMART & BOYD, INC.

BD
CRD#: 7221
WICHITA, KS
Past

February 1, 1986 - February 2, 1995

BROWN CHURCH SECURITIES, INC.

BD
CRD#: 13039
Past

March 28, 1978 - February 10, 1986

MULT-I-VEST CORPORATION OF KANSAS

BD
CRD#: 669
Past

August 8, 1974 - May 1, 1978

MICK, STACK ASSOCIATES, INC

BD
CRD#: 6726
Past

February 23, 1973 - February 10, 1975

MICK, STACK AND SMARTT INVESTMENT CO., INC.

BD
CRD#: 5667

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
Arizona
(4/21/2022)
RR
Arkansas
(4/21/2022)
RR
California
(4/21/2022)
RR
Florida
(4/22/2022)
RR
Georgia
(4/21/2022)
RR
Indiana
(4/21/2022)
RR
Kansas
(4/21/2022)
RR
Kentucky
(10/17/2024)
RR
Missouri
(4/21/2022)
RR
Nebraska
(4/21/2022)
RR
New York
(10/17/2024)
RR
North Carolina
(4/22/2022)
RR
Oklahoma
(4/25/2022)
RR
Oregon
(4/21/2022)
RR
Pennsylvania
(4/21/2022)
RR
Texas
(4/21/2022)
RR
Washington
(4/21/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 1/26/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/16/1973
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


CF
CHELSEA FINANCIAL SERVICES
CHELSEA FINANCIAL SERVICES | DBA CHELSEA FINANCIAL SERVICES | CHELSEA MORGAN SECURITIES, INC.

CRD#: 47770 / SEC#: , 8-51916

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
242 Main Street, Staten Island, NY 10307
Mailing Address
242 Main Street, Staten Island, NY 10307
Phone number
(718) 967-8400
Established
New York since 05/05/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
PISAPIA, JOHN THOMASPRESIDENT2336216
SEBOLD, STEPHEN RAPHAELCHIEF COMPLIANCE OFFICER2453748

Disclosures


Regulatory Event4

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


CHELSEA FINANCIAL SERVICES

CRD#: 47770Wichita, KS 67218

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