Zachary Fisher

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

• 04/2011 → 05/2020
  Stifel Financial
  St. Louis, MO
• 07/2023 → Present
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
• 05/2020 → 06/2023
  Ernst & Young
  Clayton, MO

Previous Registrations

• 2015-02-27 → 2020-05-18
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO

Other Businesses

1. Family farmland; 508 N Main St, Payson, IL 62360; Family Farm; Co-Owner; 01/01/2013; 5 Hours per Year; Not during securities trading hours; Not Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-26

Other Names

• Zach Morgan Fisher