Courtland Christopher Watson
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, IncorporatedJun 2025 to now
- Stifel Financial CorpMay 2024 to Aug 2024
- Raymond James Financial ServicesMay 2023 to Jul 2023
- Northwest Missouri State UniversityAug 2022 to May 2025
- Bleigh Constuction CompanyMay 2022 to Jul 2022
- Hannibal High SchoolMay 2018 to May 2022
- Holy Family Catholic SchoolJan 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7727585
- Firm CRD
- 793