Toni Lyn Dobel

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

• 02/2012 → Present
  Stifel Nicolaus & Co Inc
  San Francisco, CA

Other Businesses

1. University of San Francisco; 2130 Fulton Street San Francisco CA 94117; Education; Advisor for Women in Leadership Certificate Program; review curriculum, offer course recommendations, advocate for the program; 03/13/2024; 2.00hrs/month; Not during securities trading hours; Not Investment-Related 2. Archbishop Riordan High School;175 Frida Khalo Way San Francisco, CA 94112; private high school; Crab Feed Volunteer Budget Committee Chair; keep track of expenses spent for the event, update spreadsheet, report as necessary at committee meetings, request money for cash boxes from finance department, assist in collecting and counting cash; 10/10/2025; 1hr/wk; Not during securities trading hours; Not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-02

Other Names

• Toni L Pitto
• Toni Lyn Pitto
• Tonette Lyn Dobel