Sara Rae Vinson
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
25 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
25 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMay 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to May 2024
- Cetera Advisor Networks LLCJun 2021 to Aug 2021
- Voya Financial Advisors, Inc.Dec 2020 to Aug 2021
- UnemployedAug 2020 to Dec 2020
- Schott Financial ManagementMay 2020 to Aug 2020
- Geneos Wealth ManagementOct 2018 to Aug 2020
- Tomlinson Wealth ManagementOct 2018 to May 2020
- JPMorgan Chase BankOct 2017 to Oct 2018
- JPMorgan Securities LLCOct 2017 to Oct 2018
- Cetera Investment Services LLCSep 2011 to Sep 2017
- Corefirst Bank & TrustJul 2001 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 5312977
- Firm CRD
- 793