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Matthew Christian De Stefano

Chicago Partners Investment Group LLC

Chicago, IL

CRD 8033801

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Employer firm

Chicago Partners Investment Group LLC CRD 147662

$7.47B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • 401K PLAN OPTION REVIEW & MONITORING

From the firm’s Form ADV. Read the guides:

Current Employers
Chicago Partners Investment Group Llc

1 North Wacker Drive Suite 4075, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-24
IL RA APPROVED 2025-01-27
  • TX RA
    APPROVED
    Since 2025-09-24
  • IL RA
    APPROVED
    Since 2025-01-27

Branch Locations

1 North Wacker Drive Suite 4075, Chicago, IL 60606 • 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
Student Chicago IL 01/2015 05/2017
Law Offices Of Kenneth D Bellah Chicago IL 06/2017 09/2018
Zabel Law, Llc Chicago IL 09/2018 12/2018
Rsm Us, Llp Chicago IL 02/2019 05/2020
Law Offices Of Kenneth D Bellah Chicago IL 06/2020 07/2021
Donatelli & Coules, Llc Hinsdale IL 08/2021 07/2022
Grant Thornton, Llp Chicago IL 07/2022 12/2024
Chicago Partners Investment Group Chicago IL 01/2025 Present
  • 01/2015 → 05/2017
    Student
    Chicago, IL
  • 06/2017 → 09/2018
    Law Offices Of Kenneth D Bellah
    Chicago, IL
  • 09/2018 → 12/2018
    Zabel Law, Llc
    Chicago, IL
  • 02/2019 → 05/2020
    Rsm Us, Llp
    Chicago, IL
  • 06/2020 → 07/2021
    Law Offices Of Kenneth D Bellah
    Chicago, IL
  • 08/2021 → 07/2022
    Donatelli & Coules, Llc
    Hinsdale, IL
  • 07/2022 → 12/2024
    Grant Thornton, Llp
    Chicago, IL
  • 01/2025 → Present
    Chicago Partners Investment Group
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-27
  • S65 Uniform Investment Adviser Law Examination
    2024-11-27
Other Names
  • Matt Destefano

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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