Sean Willitts

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

• 08/2024 → 01/2025
  Equitable Advisors, Llc
  New York, NY
• 06/2024 → 08/2024
  Unemployed
  Denver, CO
• 09/2023 → 06/2024
  Oregon State University College Of Business
  Corvallis, OR
• 09/2022 → 09/2023
  Oregon State University
  Corvallis, OR
• 08/2022 → 09/2022
  Chase Bank
  Bend, OR
• 05/2021 → 04/2022
  Roundabouts Home Consignments
  Ben, OR
• 09/2019 → 05/2021
  Oregon State University Cascades
  Bend, OR
• 06/2019 → 10/2019
  Shinsei Sushi
  Bend, OR
• 05/2018 → 06/2019
  Unemployed
  Bend, OR
• 09/2017 → 05/2018
  Colorado University Boulder
  Boulder, CO
• 08/2014 → 06/2017
  Sisters High School
  Sisters, OR
• 06/2016 → 07/2017
  Black Butte Ranch
  Black Butte Ranch, OR
• 07/2017 → 08/2017
  Unemployed
  Sisters, OR
• 04/2022 → 07/2022
  Unemployed
  Corvalis, OR
• 01/2025 → Present
  Stifel
  Greenwood Village, CO

Previous Registrations

• 2024-11-26 → 2024-12-18
  Equitable Advisors, Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-11-22

Other Names

• Sean Edward Willitts