Peter Albert Goudy
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
6 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
6 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMay 2021 to now
- StifelJun 2019 to now
- Ameriprise FinancialJan 2019 to Jun 2019
- Nationwide FinancialFeb 2018 to Jan 2019
- Foresters FinancialAug 2017 to Feb 2018
- University of ArizonaAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6184677
- Firm CRD
- 793