William Peter Lynch
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$197.5BFirm assets
Are you William Peter Lynch? Claim your profile
Contact this firm
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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMar 2018 to now
- US Health AdvisorsJan 2018 to Feb 2018
- Estes Automotive CenterJun 2017 to Dec 2017
- Bank of America, N.A.May 2016 to May 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 5798757
- Firm CRD
- 793