Courtney E Rowan
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
26 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
26 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2025 to now
- StifelJul 2025 to now
- Ameriprise Financial Services Inc.Apr 2017 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2000 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 2435289
- Firm CRD
- 793