Colleen Margaret Kusy
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2026 to now
- Robert W. Baird & Co.Jul 2014 to Aug 2026
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6200528
- Firm CRD
- 793