David Francis Priest

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

• 11/2006 → Present
  Stifel Nicolaus & Co., Inc.
  Oshkosh, WI

Previous Registrations

• 2000-05-26 → 2004-11-08
  Rbc Capital Markets, Llc
  Appleton, WI

Other Businesses

1. Priest Enterprises LLC; 462 Emerson St, Neenah, WI 54956; Real Estate; President; Buy/Sell/Collect Rent on properties; 11/30/2007; 2 Hours per Month; Not During Securities Trading Hours; Investment-Related. 2. St. Thomas Episcopal Church; 226 Washington Street Menasha WI 54952; Church; Finance Committee; Meeting quarterly for 2 hours; 03/06/2024; 2.00hrs/quarter; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2000-05-13
• S63 Uniform Securities Agent State Law Examination
  1996-06-20