Dennis Koleda
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2026 to now
- Family Management CorporationOct 2024 to Sep 2026
- Family Management Securities, LLCOct 2024 to Jul 2025
- Wheatley Hills Golf ClubApr 2023 to Jun 2023
- Janney Montgomery Scott LLCJul 2022 to Sep 2024
- UnemployedMay 2022 to Jul 2022
- Britelife RecoveryNov 2019 to May 2022
- UnemployedOct 2019 to Nov 2019
- Sunrise Detox CenterMar 2015 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7597605
- Firm CRD
- 793