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Koy Miles Hoover

Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$197.5BFirm assets

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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

8 years in the industry.

  1. Stifel, Nicolaus & Company, IncorporatedMay 2009 to now
  2. Equilibrium, LLCOct 2017 to Nov 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 2 states (MT, 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
3238478
Firm CRD
793
Advisor's SEC record (opens in a new tab)
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