Nicholas John Mann
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, IncorporatedJun 2023 to now
- Sunfarm EnergyOct 2022 to May 2023
- Sunfarm EnergyApr 2022 to Aug 2022
- University of West FloridaOct 2021 to Oct 2023
- Lawn MasterMay 2020 to Aug 2020
- Lawn MasterMay 2019 to Aug 2019
- Lawn MasterMay 2018 to Aug 2018
- Florida State UniversityAug 2017 to Jul 2021
- N/aMay 2017 to Aug 2017
- Pensacola Catholic High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7771528
- Firm CRD
- 793