Owen Paul Ley
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, IncorporatedAug 2025 to now
- StifelAug 2023 to now
- N/aMay 2023 to Aug 2023
- Lindenwood UniversityAug 2021 to May 2023
- N/aApr 2021 to Aug 2021
- PepsicoFeb 2020 to Apr 2021
- Lewis UniversityAug 2019 to Dec 2019
- Quincy Park DistrictMay 2018 to Oct 2018
- Quincy Notre Dame High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7803186
- Firm CRD
- 793