James Gary Weimer

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

• 10/2018 → 10/2021
  The Ayco Company Lp
  New York, NY
• 07/2018 → 08/2018
  Pegula Sports And Entertainment
  Buffalo, NY
• 08/2017 → 09/2018
  Siena College
  Loudonville, NY
• 01/2016 → 07/2018
  Amherst Insurance
  Williamsville, NY
• 06/2015 → 09/2016
  Ymca Buffalo Niagara
  Buffalo, NY
• 10/2021 → Present
  Stifel Nicolaus & Co Inc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-20
• S63 Uniform Securities Agent State Law Examination
  2020-06-12

Other Names

• James Gary Weimer