Lucas Lounello
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2026 to now
- Osaic WealthOct 2024 to Jul 2026
- Sabre Financial ServicesOct 2024 to Jul 2026
- Endless Sun Surf SchoolMay 2023 to Aug 2023
- Loyola Marymount UniversityAug 2021 to May 2025
- Cowafornia Ice Cream & CoffeeJun 2019 to Dec 2020
- Corona Del Mar High SchoolSep 2017 to Jun 2021
- UnemployedJun 2017 to Aug 2017
- Mariners Christian SchoolMar 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7997159
- Firm CRD
- 793