Adam Charles Garen Greenleaf

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

• 09/2013 → 08/2018
  Balto Solutions, Llc
  New York, NY
• 06/2018 → 07/2018
  University Club Of Saint Paul
  Saint Paul, MN
• 11/2017 → 06/2018
  The Lexington
  Saint Paul, MN
• 06/2016 → 02/2018
  Perkins
  Edina, MN
• 01/2017 → 07/2017
  Fellows Financial / Allstaff
  Minneapolis, MN
• 02/2016 → 09/2016
  Unparalleled Parking
  Minneapolis, MN
• 08/2018 → 08/2025
  Rbc Capital Markets, Llc.
  Minneapolis, MN
• 08/2025 → Present
  Stifel
  Golden Valely, MN

Previous Registrations

• 2018-10-25 → 2025-09-05
  Rbc Capital Markets, Llc
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1. MOUNT ZION HEBREW CONGREGATION; 1300 SUMMIT AVENUE, SAINT PAUL, MN 55105; Synagogue; Volunteer, Giving Committee Member; Support synagogue activities, including fundraising; 09/01/2019; 2hrs/mth; Not during securities trading hours; Not investment related 2. Maayanot Community Mikveh of Minnesota; 1065 Overlook Road Mendota Heights, MN 55118; Organization established to create inclusive, pluralistic ritual bath ("Mikveh") in Minnesota, to reclaim and renew Judaism; Director / Board of Directors, Committee / Council Member; General responsibilities for direction and policies, including decisions relating to finances and operational model; 11/01/2022; 5hrs/mth; During securities trading hours; Not investment related 3. Minnesota Urban Debate League, a program of Augsburg University. (Legal Name: Augsburg University); 2211 Riverside Avenue CB 26 Minneapolis, MN 55454; Provides resources and programming to support competitive academic debate in Twin Cities high schools and middle schools; Advisory Board Member & Fundraising Chair; Assist with fundraising and promotion of the Minnesota Urban Debate League; 01/01/2020; 4hrs/mth; During securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2018-10-25

Other Names

• Ace Garen
• Adam Castle
• Adam Charles Garen