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Edward Boyd Stephens

Edward B. Stephens

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CRD#: 4324797
Edward Boyd Stephens

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.

Edward Boyd Stephens, CFP®, who also goes by Edward Boyd Stephens, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 2001. Edward had worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?
Estate Planning
Retirement Income Management
Divorce Planning
Investment Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
No

Aliases

Edward Boyd Stephens

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®
CFP®

Certified Financial Planner

Start date: 2004

Experience

Past

November 15, 2024 - July 23, 2025

1808 CAPITAL PARTNERS

RIA
CRD#: 332702
GREENSBORO, NC
Past

June 2, 2016 - November 11, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Greensboro, NC
Past

May 23, 2016 - November 11, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Greensboro, NC
Past

November 18, 2004 - May 24, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GREENSBORO, NC
Past

November 18, 2004 - May 24, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GREENSBORO, NC
Past

May 31, 2002 - August 26, 2003

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
GREENSBORO, NC
Past

May 30, 2002 - August 26, 2003

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

May 27, 2002 - June 10, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
GREENSBORO, NC
Past

January 19, 2001 - June 10, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
1C
1808 CAPITAL PARTNERS
1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC

CRD#: 332702 / SEC#: 801-131397

RIA
Registered Investment Advisory firm - (10/31/2024 Approved)

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
IAR
Series 66
Date: 2/7/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 3/2/2001
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/20/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/8/2016
General Securities Sales Supervisor - Options Module Examination

Current Firm

1C
1808 CAPITAL PARTNERS
1808 CAPITAL PARTNERS | ONE8ZERO8, LLC | 1808 CAPITAL PARTNERS, LLC

CRD#: 332702 / SEC#: 801-131397

RIA
Registered Investment Advisory firm - (10/31/2024 Approved)
PREMIUM
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Contact information

Main Address
5 Corporate Center Ct Suite 100, Greensboro, NC 27408
Mailing Address
Phone number
(336) 814-9800
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

1808 CAPITAL PARTNERS ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts995
AUM (Assets Under Management)$ 650,959,830

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

1808 CAPITAL PARTNERS

Financial AdvisorCRD#: 332702

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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