Kelsey Elizabeth Feeley
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2021 to now
- StifelJan 2020 to now
- VaronisJul 2019 to Dec 2019
- Merrill LynchJan 2019 to May 2019
- Highway West VacationsMay 2018 to Sep 2018
- Morgan StanleyJan 2018 to May 2018
- Washington Yu Ying Public Charter SchoolSep 2017 to May 2019
- Crestwood Country ClubMay 2017 to Aug 2017
- The Office of Senator Sheldon WhitehouseMay 2017 to Aug 2017
- The Catholic University of AmericaAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (DC, 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
- 6903933
- Firm CRD
- 793