Phoebe Del Castillo

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 02/2018
  E*Trade Securities Llc
  Jersey City, NJ
• 11/2014 → 02/2018
  E*Trade Capital Management Llc
  New York, NY
• 02/2018 → 12/2018
  E*Trade Securities Llc
  Jersey City, NJ
• 02/2018 → 12/2018
  E*Trade Capital Management Llc
  Jersey City, NJ
• 01/2019 → 09/2025
  Edward Jones
  St.LOuis, MO
• 09/2025 → Present
  Stifel, Nicolaus & Company
  Saint Louis, MO

Previous Registrations

• 2019-01-11 → 2025-09-17
  Edward Jones
  St. Louis, MO
  St. Louis, MO
  Saint Louis, MO
  St Louis, MO
• 2013-01-24 → 2018-12-07
  Harrisdirect Llc
  Arlington, VA
  Jersey City, NJ
• 2007-05-08 → 2013-01-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  Jersey City, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-10-15
• S65 Uniform Investment Adviser Law Examination
  2001-06-15

Other Names

• Phoebe R Del Castillo
• Phoebe Del Castillo
• Phoebe Del Castilo