Timothy Revell Roberson
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
35 yearsExperience
2 statesRegistered in
$197.5BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
35 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedOct 2024 to now
- StifelOct 2024 to now
- Bank of America, NADec 2009 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 1991 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2200567
- Firm CRD
- 793