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Stephen Michael Chanez

Citigroup Global Markets Inc.

New York, NY

O'FAllon, MO

Lake St. Louis, MO

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-12-08
  • MO RA
    APPROVED
    Since 2025-12-08

Branch Locations

Citi Wealth Management, National Sales 388 Greenwich St., 22Nd Fl & 24Th Fl, New York, NY 10013 • United States

Cwm Retail, National Sales 1000 Technology Drive, 3Rd Fl, O'FAllon, MO 63368 • United States

Lake St. Louis, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Chesterfield MO 01/2006 12/2019
Charles Schwab Bank Chesterfield MO 04/2008 12/2019
Prosperity Capital Advisors Westlake OH 12/2019 11/2021
Citigroup Global Markets Inc. O'FAlloon MO 11/2021 03/2024
Compass Retirement Group Llc Creve Coeur MO 04/2024 11/2025
Citigroup Global Markets Inc. O'FAllon MO 11/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-02
S63 Uniform Securities Agent State Law Examination 2004-10-28
  • S66 Uniform Combined State Law Examination
    2007-04-02
  • S63 Uniform Securities Agent State Law Examination
    2004-10-28
Designations
Other Names
  • Stephen Michael Chanez
  • Stephen Chanez

View on SEC IAPD

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