Amanda Keely Fitzpatrick
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
17 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
17 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2023 to now
- Cetera Investment Advisers LLCOct 2022 to Sep 2023
- Cetera Investment Services LLCOct 2022 to Sep 2023
- First Merchants Investment ServicesOct 2022 to Sep 2023
- First Merchants Private Wealth AdvisorsMay 2022 to Oct 2022
- Stifel Nicolaus & Co IncJun 2009 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 5027063
- Firm CRD
- 793