Travis Marshall Mcchessney

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

• 09/2009 → Present
  Stifel, Nicolaus & Company, Incorporated
  Altoona, PA

Other Businesses

1. Great Commission Bible Institute-Martinsburg; 300 S Mulberry St Martinsburg, PA 16662; Bible College-1 year program; Member of the board; Oversight of the program; 11/11/2025; 2hrs/mth; Not during securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2004-05-28

Other Names

• Travis Mcchessney