Meredith Campbell
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 yearsFirm in business
Are you Meredith Campbell? Claim your profile
Contact this firm
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.
- Stifel, Nicolaus & Company, IncorporatedSep 2025 to now
- StifelSep 2025 to now
- UBS Financial Services, Inc.Aug 2021 to Sep 2025
- Fidelity Brokerage Services LLCMay 2020 to Jun 2021
- Mr. CooperJun 2019 to May 2020
- Joe's Pasta & PizzaMay 2018 to May 2019
- UBS Financial Services, Inc.May 2017 to Jun 2019
- Harbor Lakes Golf ClubJun 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6815802
- Firm CRD
- 793