Crystal Raye Bossaller
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
21 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
21 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2025 to now
- Boone County Assessor's OfficeAug 2022 to Aug 2025
- Simmons BankFeb 2020 to Aug 2022
- First National Bank & Trust Co/landmark BankFeb 2005 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 8151528
- Firm CRD
- 793