Angela Moreno

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

• 07/2016 → 01/2017
  Scottrade
  St Louis, MO
• 01/2017 → 12/2019
  Ameriprise Financial Advisors Inc.
  Chesterfield, MO
• 12/2019 → Present
  Stifel Nicolaus & Co Inc
  St. Louis, MO

Previous Registrations

• 2017-01-12 → 2019-12-11
  Ameriprise Financial Services, Llc
  Chesterfield, MO
• 2016-07-08 → 2017-01-06
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1. Girl Scouts of Eastern Missouri; 2300 Ball Drive St Louis MO 63146; Girl Scouts - Community Service Program for youth; I have been asked to become the co-manager of my daughters troop; Chaperon troop activities. Co-Managers are required to be on the troop bank account; 04/05/2024; 2.00hrs/month; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2016-03-29

Other Names

• Angela Marie Gray
• Angela Marie Larrabee
• Angela Marie Moreno