Brendan Patrick Lough
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, IncorporatedApr 2026 to now
- Northwestern Mutual Wealth Management CompanyOct 2025 to Apr 2026
- Northwestern Mutual Investment Services LLCSep 2025 to Apr 2026
- Northwestern Mutual Life Insurance CompanyMay 2025 to Apr 2026
- Marwood GroupJun 2023 to May 2025
- Bates CollegeSep 2019 to Jun 2023
- Local 361 IronworkersJun 2019 to Sep 2021
- Chaminade High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7997094
- Firm CRD
- 793