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Matthew Mitchell Chancey

Matthew M. Chancey

CRESCENT SECURITIES GROUP
PLANO, TX 75093
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CRD#: 5645874
Matthew Mitchell Chancey
Matthew Mitchell ChanceyCRESCENT SECURITIES GROUP

Professional summary

Matthew Mitchell Chancey, CFP®, who also goes by Matt Chancey, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 9 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 22 exams.

Aliases

Matt Chancey

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 Matthew Mitchell Chancey'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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

July 8, 2026 - Present

CRESCENT SECURITIES GROUP, INC.

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

December 8, 2021 - July 6, 2026

REALTA INVESTMENT ADVISORS, INC

RIA
CRD#: 134952
WINTER PARK, FL
Past

November 24, 2021 - July 6, 2026

REALTA EQUITIES, INC.

BD
CRD#: 23769
WILMINGTON, DE
Past

May 21, 2021 - November 29, 2021

DEMPSEY LORD SMITH, LLC

RIA
CRD#: 141238
Tampa, FL
Past

September 24, 2018 - November 29, 2021

DEMPSEY LORD SMITH, LLC

BD
CRD#: 141238
TAMPA, FL
Past

July 27, 2017 - December 31, 2019

CLARAPHI ADVISORY NETWORK, LLC

RIA
CRD#: 165868
Tampa, FL
Past

May 30, 2014 - July 25, 2017

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
ORLANDO, FL
Past

January 23, 2012 - May 14, 2014

HORTER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 119880
ORLANDO, FL
Past

August 25, 2011 - February 1, 2012

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
ORLANDO, FL
Past

June 17, 2009 - September 28, 2009

GRADIENT INVESTMENTS, LLC

RIA
CRD#: 141726
ORLANDO, FL

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
Alaska
(7/8/2026)
RR
Arizona
(7/8/2026)
RR
Arkansas
(7/8/2026)
RR
California
(7/8/2026)
RR
Connecticut
(7/8/2026)
RR
Florida
(7/8/2026)
RR
Georgia
(7/8/2026)
RR
Illinois
(7/8/2026)
RR
Kansas
(7/8/2026)
RR
Louisiana
(7/8/2026)
RR
Maryland
(7/8/2026)
RR
Michigan
(7/8/2026)
RR
Minnesota
(7/9/2026)
RR
Mississippi
(7/8/2026)
RR
Montana
(7/8/2026)
RR
Nebraska
(7/8/2026)
RR
Nevada
(7/8/2026)
RR
New York
(7/8/2026)
RR
North Carolina
(7/8/2026)
RR
Ohio
(7/8/2026)
RR
Oklahoma
(7/8/2026)
RR
Oregon
(7/8/2026)
RR
Pennsylvania
(7/8/2026)
RR
South Carolina
(7/8/2026)
RR
Tennessee
(7/8/2026)
RR
Virginia
(7/8/2026)
RR
Washington
(7/8/2026)
RR
West Virginia
(7/8/2026)
RR
Wyoming
(7/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/15/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/5/2009
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/26/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 22
Date: 9/23/2018
Direct Participation Programs Representative 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)
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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

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