Paul Joseph Ayd

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

• 12/2005 → Present
  Stifel, Nicolaus & Company, Incorporated
  Newport Beach, CA
• 01/2018 → Present
  Stifel Financial Corp
  Newport Beach, CA
• 05/2015 → 01/2024
  Fsi Capital Holdings(153189)
  Newport Beach, CA

Other Businesses

1. Trustee; Non-Family Trusts.

Exams

• S66 Uniform Combined State Law Examination
  1998-03-11