Alexander Dale Hancock
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
15 yearsExperience
3 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
15 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2025 to now
- StifelJul 2025 to now
- Ameriprise Financial Services, LLCMay 2018 to Jul 2025
- MML Investors Services, LLCFeb 2012 to May 2018
- Massmutual Life Insurance CompanyOct 2011 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, UT).
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
- 6004931
- Firm CRD
- 793