Sylvia Rheker
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
17 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
17 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedOct 2023 to now
- Key Investment Services LLCDec 2022 to Oct 2023
- Hub InternationalNov 2022 to Dec 2022
- Kovack Advisors, Inc.Jul 2022 to Aug 2022
- Kovack Securities, Inc.Jul 2022 to Aug 2022
- Raymond James Financial Advisors, Inc.Jun 2022 to Jul 2022
- Raymond James Financial Services, IncJun 2022 to Jul 2022
- The Kanner Group LLCJun 2022 to Jul 2022
- UBS Financial SerivcesApr 2018 to Jun 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4365376
- Firm CRD
- 793