Joseph P Brady
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
28 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
28 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedDec 2018 to now
- Stifel, Nicolaus & Company, Incorporated(793)Dec 2018 to now
- Bank of America, N.A.Jul 2011 to Dec 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 1998 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 2225555
- Firm CRD
- 793