William Gordon Oldford
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedDec 2025 to now
- StifelDec 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Sep 2025
- Eastern Michigan BankApr 2020 to Aug 2020
- Michigan State UniversityAug 2017 to May 2021
- The City of St. ClairJun 2014 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7406401
- Firm CRD
- 793