Kevin Graf
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2025 to now
- Ciminellis PizzeriaJun 2024 to Sep 2025
- N/aJan 2024 to May 2024
- Jones Beach State ParkJul 2023 to Aug 2023
- University of Tennessee At KnoxvilleJan 2023 to May 2023
- Stifel, Nicolaus & CoJun 2022 to Sep 2022
- Suny Old WestburyAug 2020 to Dec 2023
- Nfc Amenity ManagementAug 2019 to Apr 2020
- Mineola High SchoolAug 2015 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7567657
- Firm CRD
- 793