Unclaimed Profile

Sheryl Elaine Stephens

STEPHENS CONSULTING, LLC·FLINT, Michigan

SIE, Series 00, Series 7TO, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record15 years registeredSTEPHENS CONSULTING, LLC

5206 GATEWAY CENTRE, FLINT, MI 48507CRD# 835546Firm CRD# 308970

Profile Verification

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

Identity

Sheryl Elaine Stephens · FLINT, MI

Registration

CRD #835546 · STEPHENS CONSULTING, LLC · 15 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jan 2026 – present

STEPHENS CONSULTING, LLC

Oct 2021 – Mar 2026

FLINT, MI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 2010 – Oct 2021

FLINT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 7TO

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · September 24, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEPHENS CONSULTING, LLC

CRD 308970 · SEC 801-122003

AUM

$918M

Regulatory assets under management

Employees

2,879 client accounts

Services offered by STEPHENS CONSULTING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STEPHENS CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Sheryl Elaine Stephens offer?

Sheryl Elaine Stephens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FLINT, Michigan for a consultation.

What are Sheryl Elaine Stephens's credentials?

Sheryl Elaine Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheryl Elaine Stephens located?

Sheryl Elaine Stephens is based in FLINT, Michigan, working with STEPHENS CONSULTING, LLC. Their office serves clients in the FLINT metropolitan area and surrounding communities.

How does Sheryl Elaine Stephens charge for services?

Sheryl Elaine Stephens'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 STEPHENS CONSULTING, LLC?

STEPHENS CONSULTING, LLC has approximately 22 employees and manages $918M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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