# Stephen Michael Chanez

Stephen Michael Chanez is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2025-12-08 | present | Yes |
| [COMPASS RETIREMENT GROUP LLC](https://search.stillhousedata.com/firm/282420) | 2024-05-01 | 2025-12-08 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2021-11-29 | 2024-04-18 | — |
| [PROSPERITY CAPITAL ADVISORS](https://search.stillhousedata.com/firm/156480) | 2019-12-05 | 2021-11-30 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2007-04-03 | 2019-12-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4773738)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4773738.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.