CRD: 793
Stifel, Nicolaus & Company, Incorporated
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- Custodian
- Barclays · Broadridge · Charles Schwab & Company · Pershing · Stifel · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-1968
- Office Locations
- 434
Office Locations
About Stifel, Nicolaus & Company, Incorporated
Stifel provides wealth management for individuals and families and institutional services for corporations, including investment banking, equities, fixed income capital markets, public finance, and equity research. Advisors support retirement and financial planning, investment advisory, asset management, and banking/lending, backed by in-house economists and market insights. The Stifel Wealth Tracker app gives clients a consolidated view of finances, spending, investments, and risk with access to research and their advisor.
Team overview
Insights
Accredited Investors
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL JOSEPH AYD
Chief Compliance Officer
- CRD
- #2963853
- Ownership
- Less than 5%
GEOFFREY CLYDE BRIGHT JR
Chief Compliance Officer
- CRD
- #4696103
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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SALVATORE JOHN ABBATIELLO
President
- CRD
- #1984610
EDWARD FRANKLIN ABBEY JR
Financial Advisor
- CRD
- #809243
Showing 2 of 5050 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,839,531,130 | $419,611 |
| Non-Discretionary | $70,692,702,372 | $769,394 |
| Total | $197,532,233,502 | $501,147 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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