Chaz Myers
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedNov 2025 to now
- StifelJan 2025 to now
- University of the PacificAug 2024 to May 2025
- East Carolina UniversityAug 2023 to May 2024
- University of the PacificAug 2020 to May 2023
- Heritage High SchoolJan 2016 to Jun 2020
- N/aJan 2015 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8031799
- Firm CRD
- 793