George William Bryan
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 yearsExperience
3 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
13 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedFeb 2024 to now
- Sumitomo Mitsui Banking CorporationAug 2022 to Dec 2023
- UnemployedDec 2021 to Aug 2022
- Morgan StanleyMay 2019 to Sep 2019
- New York YankeesMar 2018 to Apr 2022
- Fordham UniversityAug 2017 to May 2021
- Trader JoesJun 2017 to Aug 2018
- Cohasset High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, 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
- 7122185
- Firm CRD
- 793