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Angelique Nicolette Kelly-Patino

Stifel, Nicolaus & Company, Incorporated

San Francisco, CA

CRD 8136847

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-26
TX RA APPROVED 2026-05-26
  • CA RA
    APPROVED
    Since 2026-05-26
  • TX RA
    APPROVED
    Since 2026-05-26

Branch Locations

One Montgomery Street Suites 3300, 3500, 3600, & 3700, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel, Nicolaus & Company, Incorporated San Francisco CA 07/2025 Present
University Of California, Berkeley Berkeley CA 06/2022 07/2025
Ruffalo Noel Levitz Berkeley CA 02/2022 08/2022
Sweetgreen Berkeley CA 06/2021 01/2022
University Of California, Berkeley Berkeley CA 05/2021 05/2025
Marlborough School Los Angeles CA 08/2015 05/2021
  • 07/2025 → Present
    Stifel, Nicolaus & Company, Incorporated
    San Francisco, CA
  • 06/2022 → 07/2025
    University Of California, Berkeley
    Berkeley, CA
  • 02/2022 → 08/2022
    Ruffalo Noel Levitz
    Berkeley, CA
  • 06/2021 → 01/2022
    Sweetgreen
    Berkeley, CA
  • 05/2021 → 05/2025
    University Of California, Berkeley
    Berkeley, CA
  • 08/2015 → 05/2021
    Marlborough School
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22
Other Names
  • Coco Kelly

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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