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Lauren Nicole Randazzo

Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$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

10 years in the industry.

  1. Stifel, Nicolaus & Company, IncorporatedOct 2024 to now
  2. StifelOct 2024 to now
  3. Private Client ServicesJun 2023 to Oct 2024
  4. Purshe Kaplan Sterling InvestmentsAug 2021 to Jun 2023
  5. Archford Capital Strategies, LLCJun 2021 to Oct 2024
  6. Moneta Group Investment Advisors, LLCOct 2020 to Jun 2021
  7. Stifel Investment ServicesJun 2016 to Oct 2020

Designations

  • PFS
  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
6428130
Firm CRD
793
Advisor's SEC record (opens in a new tab)
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