Chad Stief is a registered investment advisor, based in Dallas, TX, with 5 years of industry experience.
Location
2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Chad works as a Client Service Associate at Texas Capital Bank since May 2023. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Tcbi Securities, INC.Broker
June 2023 - Present · 2 yrs 10 mos
Texas Capital Bank Private Wealth Advisors
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Citigroup Global Markets INC.
July 2022 - May 2023 · 10 mos
Citigroup Global Markets INC.Broker
July 2022 - May 2023 · 10 mos
Fidelity Personal and Workplace Advisors
June 2021 - May 2022 · 11 mos
Fidelity Brokerage Services LLCBroker
June 2021 - May 2022 · 11 mos
Edward Jones
June 2020 - January 2021 · 7 mos
Edward JonesBroker
February 2020 - January 2021 · 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.