Best Investors Account Sign in
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
PA RA APPROVED 2009-10-07
  • PA RA
    APPROVED
    Since 2009-10-07

Branch Locations

126 Mathews Street Suite 2100, Greensburg, PA 15601 • 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
Painewebber Incorporated Greensburg PA 05/1983 Present
Stifel, Nicolaus & Company, Incorporated Greensburg PA 09/2009 Present
Other Businesses

1. Boy Scouts of America - Westmoreland Fayette Council; 2 Northgate Sq Greensburg PA 15601; Scouting; Trustee of the Endowment; The Trustees meet bi-annually to review the investment portfolio managed by Janney and decide the amount of money to transfer from the Endowment fund to the Operating Account; 09/17/2024; 3 hrs/year; Not during securities trading hours; Not Investment-Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-21
S63 Uniform Securities Agent State Law Examination 1993-09-02
  • S66 Uniform Combined State Law Examination
    2008-05-21
  • S63 Uniform Securities Agent State Law Examination
    1993-09-02
Other Names
  • Maryanne W Wisneski
  • Maryanne W Stairs

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Greensburg, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor