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Stephen Chad Estep

Chief Compliance OfficerGeller Advisors LLCCRD 4158295

About Stephen Chad Estep

Stephen Chad Estep is listed as Chief Compliance Officer at Geller Advisors LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Stephen Chad Estep is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Geller Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Chad Estep work?

Stephen Chad Estep is listed as Chief Compliance Officer at Geller Advisors LLC on SEC Form ADV.

How much of Geller Advisors LLC does Stephen Chad Estep own?

Form ADV reports a beneficial ownership band of Under 5%.

Geller Advisors LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Geller Advisors LLC →

Corient Private Wealth LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
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Corient Ia LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
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