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Geoffrey Clyde Bright

Investment adviser representative at Stifel Independent Advisors, LLC
18 yearsExperience
1 stateRegistered in
$5BFirm assets
33 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

18 years in the industry.

  1. Stifel Independent Advisers, LLCOct 2021 to now
  2. Stifel Financial Corp.Jan 2019 to now
  3. Intyce, LLC dba Stifel Wealth TrackerNov 2018 to now
  4. Stifel Independent Advisors, LLCOct 2009 to now
  5. Century Securities AssociatesOct 2009 to Jan 2019
  6. Stifel Nicolaus and CompanyAug 2003 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (MO).

Stifel Independent Advisors, LLC

$5BAssets managed
7,902Clients
10Advisers
33 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
4696103
Firm CRD
28218
Advisor's SEC record (opens in a new tab)
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