Irene Alexandria Grendel
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMar 2025 to now
- StifelMar 2025 to now
- Black Realty Management/china Dragon LLCAug 2024 to Mar 2025
- Osaic WealthMay 2024 to Aug 2024
- Pacific Capital Resource GroupMay 2024 to Aug 2024
- Ameriprise Financial Services, LLCAug 2021 to Apr 2024
- MagicleanersFeb 2021 to Jul 2021
- LPL FinancialSep 2019 to Jan 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2019
- Wells Fargo Advisors LLCAug 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6097282
- Firm CRD
- 793