Why AdvisorCheck

We're Here To Help

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

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive 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.

Matthew Mitchell Chancey

Matthew Mitchell Chancey

CFP®

CRESCENT SECURITIES GROUP

PLANO, TX

·CRD# 5645874·17 years experience

Professional Summary

Matthew Mitchell Chancey, CFP®, who also goes by Matt Chancey, is a registered financial advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Chancey

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Credentials

CFP®

Certified Financial PlannerSince 2009

Years of Experience

17 years in the financial services industry

Current & Past Employments

CRESCENT SECURITIES GROUP, INC.·CRD# 114993

BD

4975 Preston Park Blvd. Suite 820, Plano, TX 75093

July 8, 2026 - Present

REALTA INVESTMENT ADVISORS, INC·CRD# 134952

RIA

Winter Park, FL

December 8, 2021 - July 6, 2026

REALTA EQUITIES, INC.·CRD# 23769

BD

Wilmington, DE

November 24, 2021 - July 6, 2026

DEMPSEY LORD SMITH, LLC·CRD# 141238

RIA

Tampa, FL

May 21, 2021 - November 29, 2021

DEMPSEY LORD SMITH, LLC·CRD# 141238

BD

Tampa, FL

September 24, 2018 - November 29, 2021

CLARAPHI ADVISORY NETWORK, LLC·CRD# 165868

RIA

Tampa, FL

July 27, 2017 - December 31, 2019

BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658

RIA

Orlando, FL

May 30, 2014 - July 25, 2017

HORTER INVESTMENT MANAGEMENT, LLC·CRD# 119880

RIA

Orlando, FL

January 23, 2012 - May 14, 2014

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.·CRD# 132070

RIA

Orlando, FL

August 25, 2011 - February 1, 2012

GRADIENT INVESTMENTS, LLC·CRD# 141726

RIA

Orlando, FL

June 17, 2009 - September 28, 2009

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

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)

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

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
D2 EQUITY HOLDINGS, INC.	SHAREHOLDER	—
DUREN, TRAVIS NICK	DIRECTOR/PRESIDENT/SECRETARY/CCO	1589445
STERLING, DONALD WILLIAM	FINOP	—
TRAVIS, RUSSELL WARREN	VICE PRESIDENT	2759751

Disclosures

Regulatory Event

2

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1) MICEL FINANCIAL, LLC; 100 S EOALA DRIVE ORLANDO, FL 32801 DBA; HTTPS://WWW.MATTCHANCEYLIVE.COM/HOME; OWNER/INSURANCE SALES/REAL ESTATE/TEACHING/IAR DBA; COMPENSATION IN THE FORM OF COMMISSIONS AND FEES; 5 HOURS PER WEEK DURING NORMAL TRADING HOURS.

(2) MAKEUR CONSTRUCTION; 687 HAROLD AVENUE WINTER PARK, FL 32789; GENERAL CONTRACTING BUSINESS; WWW.MAKEUR.COM; LICENSE HOLDER & BOARD OF DIRECTORS INVOLVEMENT; COMPENSATION IN THE FORM OF PROFITS; 20-30 HOURS PER YEAR DURING NON-TRADING HOURS.

(3) CORBELO, LLC; 1330 PALMETTO AVENUE STE B WINTER PARK, FL 32799; GENERAL CONTRACTING BUSINESS; WWW.CORBELO.COM; LICENSE HOLDER & BOARD OF DIRECTORS INVOLVEMENT; COMPENSATION IN THE FORM OF PROFITS; 20-30 HOURS PER YEAR DURING NON-TRADING HOURS.

(4) TAX-ALPHA SOLUTIONS; WINTER PARK, FL; HOST OF PODCAST INTERVIEWING INDUSTRY PROFESSIONALS; NO COMPENSATION; 4-8 HOURS PER WEEK DURING NORMAL TRADING HOURS.

(5) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.

(6) DBA TAX ALPHA COMPANIES (TO INCLUDE ALL TAX ALPHA ENTITIES: TAX ALPHA SOLUTIONS LLC, TAX ALPHA TITLE LLC AND TAX ALPHA INSTITUTE); NOT INVESTMENT RELATED; START: 11/2023; EDUCATTION TO CPAS, TAX AND REAL ESTATE ATTORNEY'S AND INVESTMENT ADVICE TO CLIENTS; TAXALPHATITLE.COM; FOUNDER/OWNER; COMMISSIONS PAID THROUGH THE BROKER DEALER AND FEES PAID THROUGH THE RIA; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS.

(7) WORTHINGTON RENTAL, LLC; START: 4/2024; PURCHASING HEAVY EQUIPMENT TO BE ADDED TO EQUIPMENT SHARING PLATFORM; OWNER; FEES FROM RENTAL EQUIPMENT; 40 HOURS PER WEEK DURING NORMAL BUSINESS HOURS.

(8) RENTAL PROPERTY; 1112 CHICHESTER STREET ORLANDO, FL 32803; NOT INVESTMENT RELATED; START: 12/2024; OWN RENTAL HOUSE AND USE PROPERTY MANAGEMENT COMPANY AND REAL ESTATE AGENT TO MANAGE IT; RENTS PAID MONTHLY; 1 HOUR PER WEEK SOME DURING NORMAL TRADING HOURS.

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(7/27/2026)

RR

Alaska
(7/8/2026)

RR

Arizona
(8/12/2026)

RR

Arkansas
(7/8/2026)

RR

California
(7/8/2026)

RR

Colorado
(9/1/2026)

RR

Connecticut
(7/8/2026)

RR

Delaware
(8/11/2026)

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

Maine
(8/10/2026)

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
(8/10/2026)

RR

Nevada
(7/8/2026)

RR

New Jersey
(7/24/2026)

RR

New York
(7/8/2026)

RR

North Carolina
(7/8/2026)

RR

Ohio
(7/8/2026)

RR

Oklahoma
(7/8/2026)

RR

Pennsylvania
(7/8/2026)

RR

South Carolina
(7/8/2026)

RR

Tennessee
(7/8/2026)

RR

Texas
(9/18/2026)

RR

Utah
(8/3/2026)

RR

Virginia
(7/8/2026)

RR

Washington
(7/8/2026)

RR

West Virginia
(7/8/2026)

RR

Wyoming
(7/8/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2020About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2009About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 22 — Direct Participation Programs Representative Examination

Passed Sep 2018About the Series 22 exam

FINRA

SRO Registrations

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Matthew Mitchell Chancey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Kenneth Bernard Hopkins

Kenneth Bernard Hopkins

ORION WEALTH MANAGEMENT LLC

RICHARDSON, TX · CRD#

David Antonio Alvarez

David Antonio Alvarez

EDWARD JONES

GRAPEVINE, TX · CRD#

Robert Lee Hrnicek

Robert Lee Hrnicek

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Farmers Branch, TX · CRD#

Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#

Matthew Mitchell Chancey

Follow Matthew

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required