Ellen Doerr Howard
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2026 to now
- Stifel, Nicolaus & Company, Incorporated (org Id: 793)Nov 2025 to now
- Forvis Mazars LLPJun 2024 to Nov 2025
- ForvisJun 2022 to May 2024
- Dixon Hughes GoodmanJan 2021 to May 2022
- Dixon Hughes GoodmanJun 2019 to Aug 2019
- StifelJun 2018 to Aug 2018
- Clemson University Athletic Academic ServicesOct 2017 to Jan 2020
- Clemson UniversityAug 2016 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6977550
- Firm CRD
- 793