Helen Balalas Terenzi

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

• 04/2013 → 12/2019
  Producers Choice / Raymond James
  Troy, MI
• 01/2005 → Present
  L'OReal Usa
  Troy, MI
• 12/2020 → 08/2025
  Morgan Stanley Smith Barney Llc
  Grosse Pointe Farms, MI
• 08/2025 → Present
  Stifel, Nicolaus & Co., Inc.
  Grosse Pointe, MI

Previous Registrations

• 2022-04-25 → 2025-09-08
  Morgan Stanley
  Grosse Pointe Farms, MI

Other Businesses

1. L'Oreal USA; 2800 W BIG BEAVER RD Troy, MI 48084; RETAIL - FRAGRANCE; FRAGRANCE REP; PROMOTE PRODUCTS, MAKE GIFTSETS/DISPLAYS; 01/03/2005; 80 hrs/year; Not during securities trading hours; Not Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-23
• S63 Uniform Securities Agent State Law Examination
  2018-11-26

Other Names

• Helen Balalas Terenzi
• Helen B Terenzi