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David Stiff

Credit Union Investment Services
23 Years of Experience
Monroe, NC
1 DisclosureBroker
View SEC Summary
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David Stiff is a registered investment advisor at Credit Union Investment Services, based in Monroe, NC, with 23 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.

Credit Union Investment Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
252 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$111K

Fee Structure

Minimum Investment:$3.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees vary by product type: 0.25% annually for cash and individual fixed income, and 0.50% annually for all other securities.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1790 Dickerson Blvd, Monroe, NC, 28110

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Credit Union Investment Services
November 2025 - Present · 11 mos
Secu Brokerage ServicesBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Equity Services, INC.Broker
April 2025 - June 2025 · 2 mos
Equitable Distributors, LLCBroker
February 2022 - January 2025 · 2 yrs 11 mos
P.J. Robb Variable CorporationBroker
October 2013 - January 2022 · 8 yrs 3 mos
Transamerica Financial Advisors, INCBroker
September 2009 - December 2012 · 3 yrs 3 mos
Transamerica Financial Advisors, INC.Broker
September 2001 - September 2009 · 8 yrs
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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