Devon White
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedNov 2024 to now
- StifelAug 2023 to now
- Merrill Lynch, Pierce, Fenner, and Smith IncorporatedMar 2022 to Jul 2023
- Bank of America, N.A.Feb 2022 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Feb 2022
- Core Power YogaFeb 2018 to May 2018
- University of Colorado, BoulderAug 2017 to May 2021
- Lapis and MapleJan 2017 to Jan 2017
- Hinsdale Central High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CO, IL, 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
- 7260685
- Firm CRD
- 793