David George Stieh
Investment adviser representative at Client 1st Advisory Group
20 yearsExperience
1 stateRegistered in
$511.5MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Client 1st Advisory GroupMay 2013 to now
- Client 1st AdvisorsJun 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Client 1st Advisory Group
Legal name: Client 1st Advisory Group LLC
$511.5MAssets managed
353Clients
7Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4151253
- Firm CRD
- 167790