Margaret Lesley Greer
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMar 2025 to now
- StifelMar 2025 to now
- Raymond James & Associates, Inc.Nov 2024 to Mar 2025
- N/aJul 2024 to Oct 2024
- Emerge StaffingMar 2024 to Jul 2024
- Beacon Hill Staffing CompanyOct 2023 to Feb 2024
- Four Seasons Jackson HoleMay 2022 to Aug 2023
- Jw BennettAug 2021 to May 2022
- A Bar A RanchMay 2021 to Aug 2021
- Full-time StudentDec 2019 to May 2021
- Raymond JamesAug 2019 to Dec 2019
- Full-time StudentAug 2017 to Aug 2019
- Idle Hour Country ClubMay 2017 to Aug 2017
- Full-time StudentJul 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7169616
- Firm CRD
- 793