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David George Stieh

CLIENT 1ST ADVISORY GROUP LLC·DUNEDIN, Florida
Series 6, Series 7, Series 63, Series 65Clean record19 years registeredCLIENT 1ST ADVISORY GROUP LLC
678 DOUGLAS AVENUE, DUNEDIN, FL 34698CRD# 4151253Firm CRD# 167790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David George Stieh · DUNEDIN, FL
Registration
CRD #4151253 · CLIENT 1ST ADVISORY GROUP LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

CLIENT 1ST ADVISORY GROUP
May 2013 – present
CLIENT 1ST ADVISORY GROUP
Jun 2007 – Jun 2013
CLEARWATER, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · June 29, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLIENT 1ST ADVISORY GROUP LLC
CRD 167790 · SEC 801-78052
AUM
$349M
Regulatory assets under management
Employees
6
825 client accounts
Services offered by CLIENT 1ST ADVISORY GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLIENT 1ST ADVISORY GROUP LLC →
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05

Frequently Asked Questions

What services does David George Stieh offer?
David George Stieh specializes in Financial Planning, Investment Management. Contact their office in DUNEDIN, Florida for a consultation.
What are David George Stieh's credentials?
David George Stieh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David George Stieh located?
David George Stieh is based in DUNEDIN, Florida, working with CLIENT 1ST ADVISORY GROUP LLC. Their office serves clients in the DUNEDIN metropolitan area and surrounding communities.
How does David George Stieh charge for services?
David George Stieh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENT 1ST ADVISORY GROUP LLC?
CLIENT 1ST ADVISORY GROUP LLC has approximately 6 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLIENT 1ST ADVISORY GROUP LLC

Craig Scott Phillips
DUNEDIN, FL
Michelle Lais Mabry
DUNEDIN, FL
Herbert Aloysius Pontzer
DUNEDIN, FL
CFP
Morgan E Mabry
DUNEDIN, FL
Andrea Diane Mears
CLEARWATER, FL
Shaun Patrick Fedder
CLEARWATER, FL

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Research
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