Zachary Jordan Abrahams
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 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
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJun 2025 to now
- StifelAug 2024 to now
- Stifel Public FinanceJun 2023 to Aug 2023
- Comillas Pontifical UniversityAug 2022 to Dec 2022
- Wilshire Boulevard Temple CampsJun 2022 to Aug 2022
- Touro SynagogueAug 2021 to May 2024
- Wilshire Boulevard Temple CampsJun 2021 to Aug 2021
- Tulane UniversityAug 2020 to May 2024
- UnemployedJun 2020 to Aug 2020
- Brentwood SchoolAug 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7758959
- Firm CRD
- 793