Erik Mclean Melville

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

• 10/2007 → 05/2019
  Raymond James & Associates
  Ft. Pierce, FL
• 05/2018 → Present
  Arnold Palmer Medical Center Foundation
  Orlando, FL
• 05/2019 → Present
  Stifel Nicolaus
  Ft. Pierce, FL

Previous Registrations

• 2007-10-10 → 2019-05-17
  Raymond James & Associates, Inc.
  Ft. Pierce, FL
• 2003-03-18 → 2007-10-11
  A. G. Edwards & Sons, Inc.
  Fort Pierce, FL
  Fort Pierce, FL

Other Businesses

1. Arnold Palmer Medical Center Foundation;92 West Miller St Orlando FL 32806;supporting the Arnold Palmer Medical Center & Winnie Palmer Hospital for Women & Babies;board of directors; advocating for the hospitals & foundation; 6/1/18; 5 hr/mo; during securities trading hours;not investment related. 2. JEM Holding LLC;5304 Stately Oaks St Fort Pierce FL 34981;wealth holding vehicle for Erik and Julia Melville - wholly owned by us;Manager of LLC;investing funds for family;7/1/19;5 hr/mo;during securities trading hours;investment related. 3. St. Lucie County Sheriff's Foundation, Inc.; 514 Colorado Avenue Stuart, FL 34994; support law enforcement community on treasure coast; board member; provide strategic input and community awareness; 10/01/2025; 2hrs/mth; During securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2003-03-14

Designations

• Certified Financial Planner

Other Names

• Erik Mclane Melville