David G. Stieh

CLIENT 1ST ADVISORY GROUP

DUNEDIN, FL 34698

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CRD#: 4151253

Professional summary

David George Stieh, CFP® is a registered financial advisor currently at CLIENT 1ST ADVISORY GROUP located in Dunedin, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

NAME OF BUSINESS: CLIENT 1ST ADVISORS ADDRESS: 611 DRUID ROAD E. SUITE 707 CLEARWATER, FL 33756 NATURE OF BUSINESS: RIA POSITION: ADVISOR, COO TITLE: ADVISOR DUTIES: ADVISORY SERVICES WHEN YOU STARTED OBA: 2006 TOTAL HOURS DEVOTED TO OBA: 30/WEEK HOURS DEVOTED DURING TRADING HOURS: 30/WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David George Stieh's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

May 30, 2013 - Present

CLIENT 1ST ADVISORY GROUP

Office #1: 963 Highland Avenue, Dunedin, FL 34698

RIA

CRD#: 167790

DUNEDIN, FL

Past

May 30, 2013 - December 31, 2016

CLIENT 1ST ADVISORY GROUP

RIA

CRD#: 167790

CLEARWATER, FL

Past

June 29, 2007 - June 7, 2013

CLIENT 1ST ADVISORY GROUP

RIA

CRD#: 113085

CLEARWATER, FL

Past

June 2, 2006 - December 31, 2012

CASCADE FINANCIAL MANAGEMENT, INC.

CRD#: 119030

CLEARWATER, FL

Past

March 22, 2000 - May 19, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/30/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/30/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/13/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/20/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

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Contact information

Main Address

963 Highland Avenue, Dunedin, FL 34698

Mailing Address

Phone number

(727) 450-2301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLIENT 1ST WRAP FEE PROGRAM (8/7/2025)

CLIENT 1ST ADVISORY GROUP, LLC (8/7/2025)

Regulatory assets under management

Total Number of Accounts	840
AUM (Assets Under Management)	$ 403,969,413

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
09/11/2024	Cover Page	Report
08/07/2024	Cover Page	Report
12/18/2023	Cover Page	Report

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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Firm Stability Insights

David G. Stieh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David George Stieh's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP

CASCADE FINANCIAL MANAGEMENT, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

CLIENT 1ST ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2006

Series 63

Date: 5/25/2000

Series 7

Date: 8/13/2001

Series 6

Date: 3/20/2000

Current Firm

CLIENT 1ST ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLIENT 1ST ADVISORY GROUP

TRUST BUT VERIFY

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