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SS

Sheryl E. Stephens

STEPHENS CONSULTING
Flint, MI 48507
Some features on this profile are disabled
CRD#: 835546
SS

Professional summary

Sheryl Elaine Stephens, who also goes by Sheryl Elaine Seybold, is a registered financial advisor currently at STEPHENS CONSULTING, LLC located in Flint, Michigan.

Sheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. Sheryl has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 52TO, SIE, Series 24, Series 53 and Series 00 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sheryl Elaine Seybold

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.
1. Independent insurance agent; not investment-related; started 07/1981; approximately 8 hours per month, all during securities trading hours. 2. Community Foundation of Greater Flint; investment-related; 500 Saginaw St, Suite 200, Flint, MI 48502; community organization; Chair of the Investment Committee; started 02/2003; approximately 20 hours per month, 10 hours during securities trading hours; support staff with creating and implementing their strategic plan.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheryl Elaine Stephens'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

October 1, 2021 - Present

STEPHENS CONSULTING, LLC

Office #1: 5206 Gateway Centre Suite 300, Flint, MI 48507
RIA
CRD#: 308970
Flint, MI
Past

September 24, 2010 - October 11, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
FLINT, MI
Past

April 1, 1977 - October 11, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FLINT, MI

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".
SC
STEPHENS CONSULTING, LLC
PEARL PLANNING | STEPHENS WEALTH MANAGEMENT GROUP | STEPHENS CONSULTING, LLC

CRD#: 308970 / SEC#: 801-122003

RIA
Registered Investment Advisory firm - (7/29/2021 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/10/2021)
IAR
Michigan
(10/1/2021)
IAR
Texas
(10/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/17/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/20/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 4/22/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/22/2024
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/22/2024
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 3/24/1977
General Securities Principal Examination

Current Firm

SC
STEPHENS CONSULTING, LLC
PEARL PLANNING | STEPHENS WEALTH MANAGEMENT GROUP | STEPHENS CONSULTING, LLC

CRD#: 308970 / SEC#: 801-122003

RIA
Registered Investment Advisory firm - (7/29/2021 Approved)
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Contact information

Main Address
5206 Gateway Centre Suite 300, Flint, MI 48507
Mailing Address
Phone number
(810) 732-7411
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (20 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

ADV PART 2A BROCHURE (8/8/2025)

Regulatory assets under management

Total Number of Accounts2,910
AUM (Assets Under Management)$ 1,071,590,093

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

STEPHENS CONSULTING, LLC

CRD#: 308970Flint, MI 48507

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