Abigail Loraine Spears
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
14 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
14 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2023 to now
- Bank of America, N.A.Dec 2022 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Jul 2023
- Upper Sandusky Exempted Village SchoolsJun 2020 to May 2022
- The Ohio State UniversityAug 2019 to May 2022
- Merrill LynchMay 2019 to Aug 2019
- Ohio Northern UniversityAug 2018 to May 2019
- UnemployedJun 2018 to Aug 2018
- Upper Sandusky Exempted Village SchoolsAug 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7122758
- Firm CRD
- 793