Kyle Mills Lichtenstein
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, IncorporatedApr 2026 to now
- Stifel, Nicolaus & Company, Incorporated (org Id: 793)Oct 2024 to now
- Charles Schwab & Co., Inc.Apr 2023 to Oct 2024
- Home DepotMar 2023 to Oct 2023
- Cooper Sandy Transportation CoSep 2022 to Sep 2024
- YelpJun 2022 to Sep 2022
- New York LifeJul 2021 to Jun 2022
- Tin RoofMay 2021 to Nov 2022
- St. Louis Pizza and WingsMay 2018 to Jul 2021
- Full-time EducationApr 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 7401180
- Firm CRD
- 793