DS
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David Stiff
23 Years of Experience
Monroe, NC
1 DisclosureBroker
David Stiff is a registered investment advisor at Credit Union Investment Services, based in Monroe, NC, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
258 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$111K
Fee Structure
Minimum Investment:$3.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1790 Dickerson Blvd, Monroe, NC, 28110
Get directionsHistory
Regulatory History (1)
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Criminal
January 1989Final Disposition
Employment History
Current Registrations
Credit Union Investment Services
November 2025 - Present · 10 mos
Secu Brokerage ServicesBroker
September 2025 - Present · 1 yr
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.