Chad Stephens is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5949 Sherry Lane, Suite 1225, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad owns 100% of Starmont Wealth Management, LLC, an investment-related business. He dedicates full-time hours to this activity, including 100 hours during business hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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