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Hayden Reid Gothard

Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Stifel, Nicolaus & Company, IncorporatedJun 2026 to now
  2. MML Investors ServicesOct 2020 to Jun 2026
  3. Mass Mutual Life Insurance CompanyApr 2020 to Jun 2026
  4. TD AmeritradeMay 2019 to Aug 2019
  5. The Law Office of Gill & BrissetteMay 2017 to Apr 2019
  6. Texas Christian UniversityAug 2016 to May 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (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
7126494
Firm CRD
793
Advisor's SEC record (opens in a new tab)
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