Arnez Rodriguez

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

• 10/2021 → Present
  Stifel Financial Corp.
  New York, NY
• 09/2019 → 09/2021
  Ibisworld
  New York, NY
• 04/2017 → 08/2018
  The City Of Newark Parking Office
  Newark, DE
• 09/2015 → 05/2019
  University Of Delaware
  Newark, DE
• 06/2019 → 08/2019
  N/A
  Marlboro, NJ

Other Businesses

1. Howdy Darlin' Tattoo LTD; 12 Norham Road Whitley Bay, OT NE26 2SB United Kingdom; Tattoo shop; Owner; Vote on distribution of dividends; 03/07/2025; 2 hrs/week; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03