Alfred Peter Schofield

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

• 08/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Osterville, MA
• 03/2020 → 03/2026
  Ameriprise Financial Services, Llc
  Osterville, MA
• 03/2026 → Present
  Stifel
  Osterville, MA

Previous Registrations

• 2015-08-17 → 2026-03-05
  Ameriprise Financial Services, Llc
  Osterville, MA
  East Sandwich, MA
• 2011-10-27 → 2015-08-14
  Jhs Capital Advisors, Llc
  Osterville, MA
  Tampa, FL
  Summit, NJ
  Tampa, FL
• 2009-10-23 → 2011-10-27
  Rbc Capital Markets, Llc
  Osterville, MA
• 2006-02-01 → 2009-10-07
  Cetera Investment Services Llc
  Osterville, MA

Exams

• S66 Uniform Combined State Law Examination
  2005-12-19
• S65 Uniform Investment Adviser Law Examination
  1993-02-26
• S63 Uniform Securities Agent State Law Examination
  1993-02-11