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Zachary Ross Thurston

Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
14 yearsExperience
2 statesRegistered 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

14 years in the industry.

  1. Stifel, Nicolaus & Company, IncorporatedAug 2026 to now
  2. Mascoutah High SchoolMay 2012 to now
  3. Stifel FinancialJan 2026 to Aug 2026
  4. Stifel Independent Advisors, LLCMay 2016 to Aug 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
6652400
Firm CRD
793
Advisor's SEC record (opens in a new tab)
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