DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Steven Czech
Feed of 09/14/2026
At current firm
10 y
since Sep 15, 2016
In the industry
25 y
since Mar 30, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edelman Financial Engines independent RIA currentsince Sep 15, 2016 · Northbrook, Il
- Financial Engines Advisor Center, LLC formerJun 2, 2015 to Dec 1, 2016 · Northbrook, Il
- The Mutual Fund Store formerMay 11, 2007 to Jun 4, 2015 · Northbrook, Il
- Pam, LLC unclassifiedMar 13, 2006 to Apr 19, 2007 · Chicago, Il
- Natcity Investments, Inc. unclassifiedDec 9, 2003 to Feb 15, 2006 · Mishawaka, In
- Citicorp Investment Services unclassifiedJun 24, 2002 to Dec 1, 2003 · Streamwood, Il
Moves
a registration end followed by a registration begin elsewhere
- Financial Engines Advisor Center, LLC to Edelman Financial Enginesleft Dec 1, 2016, registered Sep 15, 2016 (-77 days) · corporate re-registration, not a move
- The Mutual Fund Store to Financial Engines Advisor Center, LLCleft Jun 4, 2015, registered Jun 2, 2015 (-2 days) · Other · moved with a team
- Pam, LLC to The Mutual Fund Storeleft Apr 19, 2007, registered May 11, 2007 (22 days) · Other
- Natcity Investments, Inc. to Pam, LLCleft Feb 15, 2006, registered Mar 13, 2006 (26 days) · Other
- Citicorp Investment Services to Natcity Investments, Inc.left Dec 1, 2003, registered Dec 9, 2003 (8 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address