Ryan James Carter

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

• 10/2016 → Present
  Stifel Nicolaus & Co Inc
  Okemos, MI
• 05/2015 → 09/2016
  Carboline Company
  Saint Louis, MO

Other Businesses

1. RAM Property Group LLC; 1969 Rayner Rd. Kirkwood MO 63122; Commercial Property; Owner; 7/1/2013; 0.00 hours per year; not during securities trading hours; Not Investment-Related. 2. Whitehills Lakes North Homeowners Association; 16564 Thorngate Dr., East Lansing, MI 48823; Treasurer - Neighborhood association; 06/29/2018, 1.00 Hour(s) Per Quarter - not during securities trading hours; Not Investment-Related. 3. Eaton Professionals LLC; 790 W. Lawrence Ave, Charlotte, MI 48813; LLC for a privately owned plane; Shareholder; quarter ownership of a personal plane; 03/18/2019; 0.00 Hour(s) Per Year; not during securities trading hours; Not Investment-Related. 4. Capital Region Community Foundation; 330 Marshall St, Suite 300, Lansing, MI 48912; Volunteer Member of Financial Investment Committee; Committee member; Work with others members and discuss/vote on asset allocation of organization's charitable investment portfolio; 08/31/2021; 4 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 5. Capital Region Community Foundation; 330 Marshall St, Suite 300, Lansing, MI 48912; Local chapter of Community Foundation. Lansing, MI; Member of Board of Trustees; Attend regular meetings and comment/vote on Foundations charitable efforts and causes; 01/26/2023; 3 Hours per Quarter; Not during securities trading hours; Not Investment-Related. 6. Holy Cross Services-Homeless No More; 430 N. Larch St. Lansing MI 48912; Homeless Shelter, 501c3; Volunteers to help the homeless; Serve on a committee to raise money for the shelter; 09/01/2023; 1.00hr/quarter; Not during securities trading hours; Not Investment-Related. 7. Capital Region Community Foundation; 330 Marshall St. Ste 300 Lansing, MI 48912; local Nonprofit support and volunteerism; I am already on the Board, I have been asked to serve as Board Chair in 2026; Run quarterly board meetings and lead discussions of leadership committees; 01/01/2026; 4hrs/qtr; Not during securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2016-12-16

Other Names

• Ryan James Carter
• Ryan James Shahan Carter