Gary Robert Whinery

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

• 03/2014 → Present
  Stifel Nicolaus & Co Inc
  Boise, ID

Previous Registrations

• 2007-08-10 → 2014-03-13
  Wedbush Securities Inc.
  Boise, ID
• 2003-07-18 → 2007-08-13
  D.A. Davidson & Co.
  Boise, ID
  Boise, ID
• 2002-06-28 → 2003-08-07
  Wells Fargo Investments, Llc
  Boise, ID

Other Businesses

1. Notary; 800 W Main St, Suite 1260, Eagle, ID 83616; Notary; 04/11/2022; 0.40 Hours per Year; During Securities Trading Hours; Not Investment-Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-10
• S63 Uniform Securities Agent State Law Examination
  1999-11-12