William Joseph Monroe

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

• 10/2012 → Present
  Houseware Warehouse Llc
  Edgewater, FL
• 03/2020 → Present
  Stifel
  Savannah, GA

Other Businesses

1. Monroe Welfare Foundation; 1705 Knight Avenue, Waycross, GA 31501; Charitable Trust; Co-Trustee; 05/07/2015; 4 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 2. WJCI Holdings, LLC; 2700 Levy Road Hardeeville, SC 29927; Family Real Estate Company that buys/sells timber, dirt, and physical land.; Shareholder; Evaluate opportunities; 07/20/2023; 2 hrs/week; Not during securities trading hours; Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2020-06-28

Other Names

• William J Monroe
• William Joseph Monroe