Carlos Mieles
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedOct 2021 to now
- IbisworldFeb 2019 to Sep 2021
- Cam ArchitectAug 2018 to Feb 2019
- Phaidon InternationalFeb 2017 to Aug 2018
- Cam ArchitectJun 2016 to Jan 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7450735
- Firm CRD
- 793