Sydney Paige Young
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
15 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
15 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJan 2025 to now
- StifelOct 2024 to now
- N/aJul 2024 to Oct 2024
- Young Hanks and Hanks Cpas PaNov 2017 to Jul 2024
- Robinson Hanks Young and Roberts PaSep 2009 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8001535
- Firm CRD
- 793