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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Corient Private Wealth LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Corient Ia LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |