Unclaimed Profile

Stefanie Cecile Boykin

CHESAPEAKE FINANCIAL GROUP INC·WILLIAMSBURG, Virginia

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 6618 years registeredCHESAPEAKE FINANCIAL GROUP INC

4804 COURTHOUSE ST SUITE 1A, WILLIAMSBURG, VA 23188CRD# 4931351Firm CRD# 108039

Profile Verification

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

Identity

Stefanie Cecile Boykin · WILLIAMSBURG, VA

Registration

CRD #4931351 · CHESAPEAKE FINANCIAL GROUP INC · 18 years registered

Brand Profile

Not yet started

Career History

DAVENPORT & COMPANY LLC

Jun 2019 – present

DAVENPORT & COMPANY LLC

Jun 2019 – present

MONEY CONCEPTS ADVISORY SERVICE

Oct 2017 – May 2019

Williamsburg, VA

INFINEX INVESTMENTS, INC.

May 2015 – Oct 2017

WILLIAMSBURG, VA

LINCOLN FINANCIAL ADVISORS CORPORATION

Oct 2014 – May 2015

NEWPORT NEWS, VA

MORGAN STANLEY

Jun 2009 – Nov 2014

NEWPORT NEWS, VA

CITIGROUP GLOBAL MARKETS INC.

Sep 2007 – Jun 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · September 20, 2007

Years registered · 18

Disclosure History

2025Judgment / Lien

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

CHESAPEAKE FINANCIAL GROUP INC

CRD 108039 · SEC 801-64765

AUM

$84M

Regulatory assets under management

Employees

181 client accounts

Services offered by CHESAPEAKE FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHESAPEAKE FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Stefanie Cecile Boykin offer?

Stefanie Cecile Boykin specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Stefanie Cecile Boykin's credentials?

Stefanie Cecile Boykin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stefanie Cecile Boykin located?

Stefanie Cecile Boykin is based in WILLIAMSBURG, Virginia, working with CHESAPEAKE FINANCIAL GROUP INC. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Stefanie Cecile Boykin charge for services?

Stefanie Cecile Boykin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESAPEAKE FINANCIAL GROUP INC?

CHESAPEAKE FINANCIAL GROUP INC has approximately 4 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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