Stephen Chad Estep
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Stephen Chad Estep? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientJul 2023 to now
- Corient Services LLCJul 2023 to now
- Morgan Stanley Services Group Inc.Jan 2022 to May 2023
- E*trade Capital Management LLCMay 2021 to May 2023
- E*trade Securities LLCFeb 2016 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 4158295
- Firm CRD
- 319448