Stephen Chanez
Stephen Chanez is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in O'Fallon, MO, with 20 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
CWM Retail, National Sales, 1000 Technology Drive, 3rd Fl, O'Fallon, MO, 63368
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Previous Registrations
Compass Retirement Group LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Prosperity Capital Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward JonesBroker
State Registrations1 state
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