Alexander Daly
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedNov 2022 to now
- UnemployedMay 2022 to Nov 2022
- Southern Illinois University EdwardsvilleAug 2021 to May 2022
- Panera BreadMay 2020 to Sep 2020
- St. Louis Youth Soccer AssociationFeb 2019 to Nov 2021
- Altitude Trampoline ParkFeb 2018 to Aug 2019
- Lombardi Interiors Inc.Sep 2017 to Dec 2017
- UnemployedJan 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7665828
- Firm CRD
- 793