Unclaimed Profile

Stephen Derby Gisclair

CRESCENT CAPITAL CONSULTING, LLC·NEW ORLEANS, Louisiana

Series 3, Series 7, Series 63, Series 6535 years registeredCRESCENT CAPITAL CONSULTING, LLC

1100 POYDRAS STREET, SUITE 1502, NEW ORLEANS, LA 70163CRD# 1040641Firm CRD# 154925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Derby Gisclair · NEW ORLEANS, LA

Registration

CRD #1040641 · CRESCENT CAPITAL CONSULTING, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRESCENT CAPITAL CONSULTING, LLC

PAN-AMERICAN INVESTMENT ADVISERS, INC.

Sep 2002 – Dec 2003

NEW ORLEANS, LA

PRUDENTIAL SECURITIES INCORPORATED

Oct 1990 – Sep 2002

NEW ORLEANS, LA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · October 17, 1990

Years registered · 35

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CRESCENT CAPITAL CONSULTING, LLC

CRD 154925 · SEC 801-71795

AUM

$1.2B

Regulatory assets under management

Employees

842 client accounts

Services offered by CRESCENT CAPITAL CONSULTING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRESCENT CAPITAL CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Derby Gisclair offer?

Stephen Derby Gisclair specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen Derby Gisclair's credentials?

Stephen Derby Gisclair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Derby Gisclair located?

Stephen Derby Gisclair is based in NEW ORLEANS, Louisiana, last registered with CRESCENT CAPITAL CONSULTING, LLC.

How does Stephen Derby Gisclair charge for services?

Stephen Derby Gisclair's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRESCENT CAPITAL CONSULTING, LLC?

CRESCENT CAPITAL CONSULTING, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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