Joshua Griener-hickey
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
6 yearsExperience
1 stateRegistered 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
6 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2022 to now
- UnemployedMay 2022 to Jul 2022
- S.A.S Retail ServicesSep 2020 to May 2022
- AmazonMar 2020 to Sep 2020
- UnemployedAug 2019 to Mar 2020
- Edward JonesDec 2018 to Aug 2019
- UnemployedMay 2018 to Dec 2018
- Spring Hill CollegeAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7052825
- Firm CRD
- 793