Elena Estrada Mischon

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

• 06/2009 → 10/2022
  Morgan Stanley Smith Barney
  Houston, TX
• 10/2022 → 04/2025
  Ubs Financial Services Inc.
  The Woodlands, TX
• 04/2025 → Present
  Stifel
  Houston, TX

Previous Registrations

• 2022-10-20 → 2025-04-29
  Ubs Financial Services Inc.
  The Woodlands, TX
  Houston, TX
  New Braunfels, TX
  Houston, TX
• 2009-06-01 → 2022-10-27
  Morgan Stanley
  Houston, TX
• 2008-02-12 → 2009-06-01
  Citigroup Global Markets Inc.
  Wichita Falls, TX
  Houston, TX
  Wichita Falls, TX

Other Businesses

1. American Association of Notaries; 7438 park place blvd houston, TX 77087; Notary public; Notary Public; Notarization of documents; 06/06/2025; 1hr/yr; During securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2008-02-08
• S63 Uniform Securities Agent State Law Examination
  2001-09-11

Other Names

• Elena Teresa Torres Estrada
• Elena Teresa Torres Estrada
• Elena Teresa Estrada