Sean Willitts
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, IncorporatedJan 2025 to now
- StifelJan 2025 to now
- Equitable Advisors, LLCAug 2024 to Jan 2025
- UnemployedJun 2024 to Aug 2024
- Oregon State University College of BusinessSep 2023 to Jun 2024
- Oregon State UniversitySep 2022 to Sep 2023
- Chase BankAug 2022 to Sep 2022
- UnemployedApr 2022 to Jul 2022
- Roundabouts Home ConsignmentsMay 2021 to Apr 2022
- Oregon State University CascadesSep 2019 to May 2021
- Shinsei SushiJun 2019 to Oct 2019
- UnemployedMay 2018 to Jun 2019
- Colorado University BoulderSep 2017 to May 2018
- UnemployedJul 2017 to Aug 2017
- Black Butte RanchJun 2016 to Jul 2017
- Sisters High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7978840
- Firm CRD
- 793