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Daniel Mestres

Stifel, Nicolaus & Company, Incorporated

St. Louis, MO

CRD 6095487

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-11-28
  • MO RA
    APPROVED
    Since 2025-11-28

Branch Locations

501 North Broadway, St. Louis, MO 63102 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel St. Louis MO 10/2020 Present
Cortland, Part Of Alter Domus Group Carmel IN 05/2018 06/2020
Hertz Greenwood IN 11/2016 04/2018
N/A St. Louis MO 07/2020 09/2020
N/A St. Louis MO 06/2016 11/2016
  • 10/2020 → Present
    Stifel
    St. Louis, MO
  • 05/2018 → 06/2020
    Cortland, Part Of Alter Domus Group
    Carmel, IN
  • 11/2016 → 04/2018
    Hertz
    Greenwood, IN
  • 07/2020 → 09/2020
    N/A
    St. Louis, MO
  • 06/2016 → 11/2016
    N/A
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25
Other Names
  • Daniel Ross Mestres

View on SEC IAPD

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