David P. Stjean

CENTERVIEW PARTNERS LLC

Menlo Park, CA 94025

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CRD#: 1435797

Professional summary

David Patterson Stjean is a registered financial professional currently at CENTERVIEW PARTNERS LLC located in Menlo Park, California.

David is registered as a RR (Registered Representative) and started their career in finance in 1985. David has worked at 8 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 22 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Patterson Stjean's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 25, 2008 - Present

CENTERVIEW PARTNERS LLC

Office #1: 1302 El Camino Real Suite 350, Menlo Park, CA 94025

CRD#: 133796

Menlo Park, CA

Past

May 18, 2006 - July 16, 2008

UBS SECURITIES LLC

CRD#: 7654

LOS ANGELES, CA

Past

May 17, 2000 - May 11, 2006

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

February 4, 1991 - April 12, 2000

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

Past

April 23, 1990 - December 31, 1990

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

March 15, 1989 - March 14, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

CRD#: 7323

Past

June 12, 1986 - November 25, 1986

GLENBOROUGH SECURITIES CORPORATION

CRD#: 13161

Past

April 1, 1986 - August 4, 1987

SITZMANN SECURITIES CORPORATION

CRD#: 17619

Past

December 6, 1985 - April 21, 1986

GLENBOROUGH SECURITIES CORPORATION

CRD#: 13161

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/28/2008)

New York
(8/25/2008)

Exams

State Security Law Exam

Series 63

Date: 10/11/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 11/22/1985

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/17/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CENTERVIEW PARTNERS LLC

CENTERVIEW PARTNERS LLC | PRUZAN & CO., LLC

CRD#: 133796 / SEC#: , 8-66774

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

31 West 52nd Street 22nd Floor, New York, NY 10019

Mailing Address

31 West 52nd Street 22nd Floor, New York, NY 10019

Phone number

(212) 380-2650

Established

Delaware since 02/25/2004

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CENTERVIEW PARTNERS ADVISORY HOLDINGS LLC	MANAGING MEMBER
EFFRON, BLAIR WAYNE	PARTNER	1532642
HARTMAN, ALAN PHILIP	PARTNER	2595280
KOSOWSKY, AMANDA LENORE	CHIEF COMPLIANCE OFFICER	6639399
PRUZAN, ROBERT ALAN	PARTNER	2018542
ROBINSON, MARK JASON	PARTNER	2394581
VICARI, JEANNE	FINOP & CHIEF FINANCIAL OFFICER	1975263

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David P. Stjean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Patterson Stjean's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS SECURITIES LLC

J.P. MORGAN SECURITIES LLC

JEFFERIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

DREXEL BURNHAM LAMBERT INCORPORATED

GLENBOROUGH SECURITIES CORPORATION

SITZMANN SECURITIES CORPORATION

GLENBOROUGH SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 10/11/1989

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/21/1986

Series 22

Date: 11/22/1985

Series 24

Date: 11/17/2000

FINRA

Current Firm

CENTERVIEW PARTNERS LLC

Contact information

FINRA licenses (2 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CENTERVIEW PARTNERS LLC

TRUST BUT VERIFY

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