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David Patterson Stjean

Centerview Partners LLC

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About David Patterson Stjean

David Stjean is a financial advisor with Centerview Partners LLC. David has been in the securities industry since 1987 and has a broad range of experience in the industry. David is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in California and New York.

Firm Information

David Stjean is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Stjean’s Registration & Firm History

CA

08/25/2008 - Present

Centerview Partners LLC (Menlo Park CA)

CA

05/18/2006 - 07/16/2008

UBS SECURITIES LLC (LOS ANGELES CA)

NY

05/17/2000 - 05/11/2006

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

02/04/1991 - 04/12/2000

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

04/23/1990 - 12/31/1990

CS FIRST BOSTON CORPORATION (NEW YORK NY)

NA

03/15/1989 - 03/14/1990

DREXEL BURNHAM LAMBERT INCORPORATED

NA

04/01/1986 - 08/04/1987

SITZMANN SECURITIES CORPORATION

NA

06/12/1986 - 11/25/1986

GLENBOROUGH SECURITIES CORPORATION

NA

12/06/1985 - 04/21/1986

GLENBOROUGH SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 10/11/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

BC

Issued 11/22/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Patterson Stjean.
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