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Gregory Scott Maier

Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
6 yearsExperience
2 statesRegistered 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

6 years in the industry.

  1. Stifel, Nicolaus & Company, IncorporatedNov 2020 to now
  2. TD AmeritradeJun 2020 to Nov 2020
  3. Bjc HealthcareMay 2019 to Aug 2019
  4. University of MissouriAug 2017 to May 2020
  5. Delaware North CompanyMar 2014 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (MO, 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
7267298
Firm CRD
793
Advisor's SEC record (opens in a new tab)
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