Collin Seymour
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 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
13 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2024 to now
- Bank of America, N.A.Aug 2022 to Jul 2024
- Merrill Lynch Pierce, Fenner & Smith, IncMay 2022 to Jul 2024
- The Vanguard Group, Inc.Jun 2021 to Apr 2022
- S&t Bank of PennsylvaniaJun 2020 to Aug 2020
- First National Bank of PennsylvaniaJun 2019 to Aug 2019
- Central Cambria School DistrictMay 2018 to Aug 2018
- University of AlabamaAug 2017 to May 2021
- Seymour Business HoldingsJun 2015 to Aug 2017
- Central Cambria High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7406025
- Firm CRD
- 793