William Francis Scola
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
16 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
16 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2025 to now
- StifelNov 2024 to now
- Fidelity InvestmentsJun 2023 to Oct 2024
- Peter B's EspressoSep 2022 to May 2023
- Korn FerryJul 2022 to Aug 2022
- Amb Group / Pga SuperstoreJun 2022 to Aug 2022
- Amb Group / Pga SuperstoreAug 2021 to Jan 2022
- James O'learyJun 2021 to Aug 2021
- Quirk NissanMay 2020 to Aug 2020
- Trinity College FundOct 2019 to Apr 2021
- Trinity CollegeSep 2019 to May 2023
- UnemployedAug 2019 to Oct 2019
- Mullaney's VarietyOct 2018 to Aug 2019
- Thayer AcademySep 2015 to Jun 2019
- UnemployedJun 2010 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7775348
- Firm CRD
- 793