Chad Allen Stief
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Truist Advisory Services, Inc.Aug 2026 to now
- Truist Investment Services, IncAug 2026 to now
- Tcbi SecuritiesMay 2023 to Aug 2026
- Texas Capital BankMay 2023 to Aug 2026
- Texas Capital Wealth Private AdvisorsMay 2023 to Aug 2026
- CitigroupMay 2022 to May 2023
- Fidelity InvestmentsApr 2021 to May 2022
- Edward JonesJan 2020 to Jan 2021
- Texas Wesleyan UniversityJan 2020 to Jan 2021
- Pepsi CoDec 2016 to Dec 2019
- John Peter Smith HospitalNov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7210464
- Firm CRD
- 283390