Owen Spellman
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 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
13 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2025 to now
- StifelJul 2022 to now
- Dash Family Service LeagueDec 2021 to Jul 2022
- Private Audio and Visual Installing CompanyAug 2021 to Jul 2022
- La Ronde Beach CubJul 2021 to Sep 2021
- Loyola University MarylandSep 2017 to Jun 2021
- Randolph High SchoolSep 2013 to Jun 2017
- Swordfish Beach ClubJun 2013 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7596005
- Firm CRD
- 793