Michael E Newins
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedOct 2022 to now
- Park Avenue Securities, LLCNov 2018 to Oct 2022
- Guardian Life Insurance Co of AmericaOct 2018 to Oct 2022
- UnemployedApr 2018 to Oct 2018
- Eagle Strategies LLCFeb 2011 to Apr 2018
- Nylife Securities LLCFeb 2011 to Apr 2018
- New York Life Insurance CompanyJan 2011 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5866331
- Firm CRD
- 793