Thomas Stitely

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

• 02/2014 → 03/2019
  Ameris Bank
  Tallahassee, FL
• 03/2019 → 09/2023
  Bank Of America Merrill
  Tallahassee, FL
• 09/2023 → 11/2023
  N/A
  Tallahassee, FL
• 11/2023 → 06/2024
  South Georgia Banking Company
  Tifton, GA
• 06/2024 → 11/2024
  N/A
  Tifton, GA
• 11/2024 → 05/2025
  Bayshore Mortgage Funding
  Edgerton, MD
• 05/2025 → Present
  Stifel
  Tallahassee, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-08-07