Tessa Camille Breeden
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
9 yearsExperience
2 statesRegistered in
$197.5BFirm assets
51 yearsFirm in business
Are you Tessa Camille Breeden? Claim your profile
Contact this firm
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
9 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedDec 2025 to now
- StifelSep 2025 to now
- Mad AustinFeb 2025 to Jun 2025
- Fs8 - Pilates. Tone. YogaFeb 2024 to Feb 2025
- Biz Fit Academy By AlexApr 2023 to May 2024
- Studio ThreeMar 2023 to Feb 2024
- Hill Country Indoor SportsOct 2022 to Apr 2023
- F45 TrainingFeb 2021 to Nov 2021
- Trufusion LLCSep 2020 to Apr 2021
- Orange Theory FitnessJul 2020 to Apr 2021
- Be Bold FitnessFeb 2020 to May 2023
- Nfinity LLCDec 2019 to Apr 2020
- F45 TrainingAug 2019 to Mar 2020
- Persimmons Mgmt LLCJan 2019 to Apr 2020
- Sosh Media Co.Apr 2017 to Jan 2020
- Influential Co.Apr 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 8168433
- Firm CRD
- 793