Austin Cole Mckelvey
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2025 to now
- StifelFeb 2025 to now
- Mckelvey ChevroletFeb 2024 to Feb 2025
- 49 FinancialJun 2020 to Feb 2024
- Purshe Kaplan Sterling InvestmentsJun 2020 to Dec 2023
- Vivint Home SecurityMay 2019 to Aug 2019
- Buffalo Phils WingsJul 2018 to Mar 2020
- Mccorquodale TransferMay 2018 to Aug 2018
- Creative Vision LandscapingMay 2018 to Jul 2018
- Mckelvey Chevrolet CorpMay 2017 to Aug 2017
- University of AlabamaAug 2016 to May 2020
- UnemployedMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 7263402
- Firm CRD
- 793