Mason Converse Billings

Stifel, Nicolaus & Company, Incorporated

San Francisco, CA

CRD 6580667

Claim This Profile

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-04-07
CA	RA	APPROVED	2016-08-01

TX RA
APPROVED_RES

Since 2021-04-07
CA RA
APPROVED

Since 2016-08-01

Branch Locations

One Montgomery Street Suites 3300, 3500, 3600, & 3700, San Francisco, CA 94104 • 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

Organization	City	State	From	To
Stifel Nicolaus & Co.	San Francisco	CA	11/2015	Present

11/2015 → Present

Stifel Nicolaus & Co.

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-01

S66 Uniform Combined State Law Examination

2016-08-01

Other Names

Mason Billings

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC

DIVISAR CAPITAL MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL

JOHN HUGH MCDEVITT

JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA

DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA

CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor