Sean Ryan Russell
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 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
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedOct 2024 to now
- StifelJul 2023 to now
- High Point UniversityAug 2022 to May 2023
- Town of Oyster BayMay 2022 to Aug 2022
- High Point UniversityAug 2021 to May 2022
- Town of Oyster BayMay 2021 to Aug 2021
- High Point UniversityAug 2020 to May 2021
- Town of Oyster BayMay 2020 to Aug 2020
- High Point UniversityAug 2019 to May 2020
- Town of Oyster BayJun 2019 to Aug 2019
- W. T. Clarke High SchoolJan 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7783987
- Firm CRD
- 793